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 | $29,238 | $29,667-1.4% | $56,441-48.2% | $80,874-63.8% |
| Participation rate | 56.1% | 41.7%+14.4pp | 52.5%+3.6pp | 67.6%-11.5pp |
| Annual return | 13.94% | 35.22%-21.3pp | 1704.21%-1690.3pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,816 | $669+171.3% | $1,039+74.8% | $2,756-34.1% |
| Participant deferral / active EE | $3,009 | $1,227+145.3% | $1,953+54.1% | $4,297-30.0% |
| Admin fee / account holder | $1,184 | $2,429-51.3% | $2,829-58.2% | $6,935-82.9% |