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 7-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 | $46,031 | $29,660+55.2% | $56,411-18.4% | $80,856-43.1% |
| Participation rate | 20.4% | 41.6%-21.2pp | 52.5%-32.1pp | 67.6%-47.2pp |
| Annual return | 16.84% | 35.23%-18.4pp | 1701.33%-1684.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $429 | $669-35.9% | $1,039-58.7% | $2,755-84.4% |
| Participant deferral / active EE | $1,731 | $1,226+41.2% | $1,952-11.3% | $4,296-59.7% |
| Admin fee / account holder | $819 | $2,428-66.3% | $2,829-71.0% | $6,918-88.2% |