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 | $40,151 | $27,915+43.8% | $58,482-31.3% | $75,163-46.6% |
| Participation rate | 36.2% | 38.8%-2.7pp | 50.9%-14.7pp | 67.2%-31.0pp |
| Annual return | 24.66% | 44.20%-19.5pp | 4239.32%-4214.7pp | 160.62%-136.0pp |
| Employer contribution / active EE | $582 | $669-13.0% | $1,053-44.8% | $2,670-78.2% |
| Participant deferral / active EE | $2,305 | $1,201+91.9% | $1,924+19.8% | $4,125-44.1% |
| Admin fee / account holder | $308 | $1,726-82.2% | $2,516-87.8% | $5,651-94.6% |