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 | $86,017 | $29,660+190.0% | $56,411+52.5% | $80,856+6.4% |
| Participation rate | 31.0% | 41.6%-10.6pp | 52.5%-21.4pp | 67.6%-36.6pp |
| Annual return | 12.96% | 35.23%-22.3pp | 1701.33%-1688.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,776 | $669+165.4% | $1,039+71.0% | $2,755-35.5% |
| Participant deferral / active EE | $4,535 | $1,226+269.9% | $1,952+132.4% | $4,296+5.6% |
| Admin fee / account holder | $920 | $2,428-62.1% | $2,829-67.5% | $6,918-86.7% |