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 | $65,616 | $30,400+115.8% | $53,898+21.7% | $84,808-22.6% |
| Participation rate | 27.0% | 46.4%-19.4pp | 55.0%-27.9pp | 68.3%-41.3pp |
| Annual return | 19.41% | 500.19%-480.8pp | 528.60%-509.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $563 | $603-6.6% | $932-39.6% | $2,631-78.6% |
| Participant deferral / active EE | $2,171 | $1,199+81.1% | $1,826+18.9% | $4,212-48.5% |
| Admin fee / account holder | $607 | $1,993-69.5% | $2,491-75.6% | $7,344-91.7% |