See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,708 | $34,934-0.6% | $56,411-38.5% | $74,495-53.4% |
| Participation rate | 15.8% | 32.8%-17.0pp | 52.5%-36.6pp | 67.2%-51.4pp |
| Annual return | 11.10% | 25.94%-14.8pp | 1701.33%-1690.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $585 | $609-3.9% | $1,039-43.7% | $2,623-77.7% |
| Participant deferral / active EE | $817 | $1,170-30.2% | $1,952-58.2% | $4,346-81.2% |
| Admin fee / account holder | $1,716 | $2,364-27.4% | $2,829-39.3% | $1,942-11.6% |