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 | $7,823 | $54,705-85.7% | $71,209-89.0% | $84,808-90.8% |
| Participation rate | 47.1% | 64.1%-17.0pp | 73.8%-26.7pp | 68.3%-21.3pp |
| Annual return | 15.76% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $623 | $2,158-71.1% | $2,721-77.1% | $2,631-76.3% |
| Participant deferral / active EE | $905 | $3,030-70.1% | $4,175-78.3% | $4,212-78.5% |
| Admin fee / account holder | $992 | $4,863-79.6% | $5,349-81.4% | $7,344-86.5% |