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 | $51,638-84.8% | $68,368-88.6% | $82,448-90.5% |
| Participation rate | 47.1% | 63.6%-16.6pp | 73.8%-26.7pp | 68.1%-21.0pp |
| Annual return | 15.76% | 37.53%-21.8pp | 292.57%-276.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $623 | $2,047-69.6% | $2,649-76.5% | $2,551-75.6% |
| Participant deferral / active EE | $905 | $2,914-68.9% | $4,123-78.0% | $4,139-78.1% |
| Admin fee / account holder | $992 | $4,643-78.6% | $5,150-80.7% | $7,234-86.3% |