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 6-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 | $47,300 | $29,660+59.5% | $56,411-16.2% | $80,856-41.5% |
| Participation rate | 52.3% | 41.6%+10.7pp | 52.5%-0.2pp | 67.6%-15.3pp |
| Annual return | 14.45% | 35.23%-20.8pp | 1701.33%-1686.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,784 | $669+166.5% | $1,039+71.8% | $2,755-35.2% |
| Participant deferral / active EE | $5,973 | $1,226+387.2% | $1,952+206.0% | $4,296+39.0% |
| Admin fee / account holder | $1,385 | $2,428-42.9% | $2,829-51.0% | $6,918-80.0% |