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 7-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 | $51,408 | $31,310+64.2% | $53,898-4.6% | $74,304-30.8% |
| Participation rate | 7.8% | 30.7%-22.9pp | 55.0%-47.2pp | 60.3%-52.6pp |
| Annual return | 18.63% | 23.16%-4.5pp | 528.60%-510.0pp | 29.43%-10.8pp |
| Employer contribution / active EE | $137 | $450-69.6% | $932-85.3% | $2,241-93.9% |
| Participant deferral / active EE | $418 | $934-55.3% | $1,826-77.1% | $3,767-88.9% |
| Admin fee / account holder | $3,081 | $2,175+41.6% | $2,491+23.7% | $2,969+3.8% |