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 | $44,572 | $30,400+46.6% | $53,898-17.3% | $84,808-47.4% |
| Participation rate | 69.8% | 46.4%+23.4pp | 55.0%+14.9pp | 68.3%+1.5pp |
| Annual return | 16.85% | 500.19%-483.3pp | 528.60%-511.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,255 | $603+440.0% | $932+249.2% | $2,631+23.7% |
| Participant deferral / active EE | $1,750 | $1,199+46.0% | $1,826-4.2% | $4,212-58.4% |
| Admin fee / account holder | $2,489 | $1,993+24.9% | $2,491-0.1% | $7,344-66.1% |