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 | $72,163 | $29,660+143.3% | $56,411+27.9% | $80,856-10.8% |
| Participation rate | 15.4% | 41.6%-26.3pp | 52.5%-37.1pp | 67.6%-52.3pp |
| Annual return | 13.90% | 35.23%-21.3pp | 1701.33%-1687.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $477 | $669-28.8% | $1,039-54.1% | $2,755-82.7% |
| Participant deferral / active EE | $1,131 | $1,226-7.7% | $1,952-42.0% | $4,296-73.7% |
| Admin fee / account holder | $592 | $2,428-75.6% | $2,829-79.1% | $6,918-91.4% |