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 9-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 | $37,523 | $34,934+7.4% | $56,411-33.5% | $74,495-49.6% |
| Participation rate | 13.0% | 32.8%-19.8pp | 52.5%-39.4pp | 67.2%-54.2pp |
| Annual return | 11.77% | 25.94%-14.2pp | 1701.33%-1689.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $363 | $609-40.3% | $1,039-65.0% | $2,623-86.1% |
| Participant deferral / active EE | $667 | $1,170-43.0% | $1,952-65.8% | $4,346-84.6% |
| Admin fee / account holder | $2,012 | $2,364-14.9% | $2,829-28.9% | $1,942+3.6% |