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 | $46,971 | $27,915+68.3% | $58,482-19.7% | $75,163-37.5% |
| Participation rate | 24.6% | 38.8%-14.2pp | 50.9%-26.3pp | 67.2%-42.6pp |
| Annual return | 16.96% | 44.20%-27.2pp | 4239.32%-4222.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $453 | $669-32.3% | $1,053-57.0% | $2,670-83.0% |
| Participant deferral / active EE | $1,554 | $1,201+29.4% | $1,924-19.2% | $4,125-62.3% |
| Admin fee / account holder | $400 | $1,726-76.8% | $2,516-84.1% | $5,651-92.9% |