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 | $33,290 | $30,400+9.5% | $53,898-38.2% | $84,808-60.7% |
| Participation rate | 54.3% | 46.4%+7.8pp | 55.0%-0.7pp | 68.3%-14.0pp |
| Annual return | 18.12% | 500.19%-482.1pp | 528.60%-510.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,171 | $603+94.2% | $932+25.6% | $2,631-55.5% |
| Participant deferral / active EE | $2,265 | $1,199+89.0% | $1,826+24.0% | $4,212-46.2% |
| Admin fee / account holder | $301 | $1,993-84.9% | $2,491-87.9% | $7,344-95.9% |