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 | $32,155 | $29,660+8.4% | $56,411-43.0% | $80,856-60.2% |
| Participation rate | 15.6% | 41.6%-26.0pp | 52.5%-36.8pp | 67.6%-52.0pp |
| Annual return | 18.12% | 35.23%-17.1pp | 1701.33%-1683.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $423 | $669-36.8% | $1,039-59.2% | $2,755-84.6% |
| Participant deferral / active EE | $1,200 | $1,226-2.1% | $1,952-38.5% | $4,296-72.1% |
| Admin fee / account holder | $3,037 | $2,428+25.1% | $2,829+7.4% | $6,918-56.1% |