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 5-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 | $40,369 | $29,319+37.7% | $52,425-23.0% | $82,448-51.0% |
| Participation rate | 28.7% | 46.9%-18.1pp | 55.6%-26.9pp | 68.1%-39.3pp |
| Annual return | 17.47% | 535.20%-517.7pp | 302.12%-284.7pp | 41.64%-24.2pp |
| Employer contribution / active EE | $808 | $586+37.9% | $914-11.6% | $2,551-68.3% |
| Participant deferral / active EE | $2,444 | $1,171+108.7% | $1,790+36.5% | $4,139-40.9% |
| Admin fee / account holder | $592 | $1,962-69.8% | $2,495-76.3% | $7,234-91.8% |