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 | $46,728 | $29,319+59.4% | $52,425-10.9% | $82,448-43.3% |
| Participation rate | 47.4% | 46.9%+0.5pp | 55.6%-8.3pp | 68.1%-20.7pp |
| Annual return | 18.57% | 535.20%-516.6pp | 302.12%-283.6pp | 41.64%-23.1pp |
| Employer contribution / active EE | $563 | $586-4.0% | $914-38.4% | $2,551-77.9% |
| Participant deferral / active EE | $1,496 | $1,171+27.7% | $1,790-16.4% | $4,139-63.9% |
| Admin fee / account holder | $319 | $1,962-83.7% | $2,495-87.2% | $7,234-95.6% |