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 | $30,400-19.5% | $53,898-54.6% | $84,808-71.2% |
| Participation rate | 51.2% | 46.4%+4.8pp | 55.0%-3.7pp | 68.3%-17.1pp |
| Annual return | 19.35% | 500.19%-480.8pp | 528.60%-509.3pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,137 | $603+88.7% | $932+22.0% | $2,631-56.8% |
| Participant deferral / active EE | $1,849 | $1,199+54.3% | $1,826+1.3% | $4,212-56.1% |
| Admin fee / account holder | $779 | $1,993-60.9% | $2,491-68.7% | $7,344-89.4% |