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 | $24,458 | $29,319-16.6% | $52,425-53.3% | $82,448-70.3% |
| Participation rate | 51.2% | 46.9%+4.4pp | 55.6%-4.4pp | 68.1%-16.8pp |
| Annual return | 19.35% | 535.20%-515.8pp | 302.12%-282.8pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,137 | $586+93.9% | $914+24.4% | $2,551-55.4% |
| Participant deferral / active EE | $1,849 | $1,171+57.9% | $1,790+3.3% | $4,139-55.3% |
| Admin fee / account holder | $779 | $1,962-60.3% | $2,495-68.8% | $7,234-89.2% |