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 | $46,737 | $27,915+67.4% | $58,482-20.1% | $75,163-37.8% |
| Participation rate | 19.0% | 38.8%-19.8pp | 50.9%-31.8pp | 67.2%-48.1pp |
| Annual return | 17.91% | 44.20%-26.3pp | 4239.32%-4221.4pp | 160.62%-142.7pp |
| Employer contribution / active EE | $382 | $669-42.9% | $1,053-63.7% | $2,670-85.7% |
| Participant deferral / active EE | $1,273 | $1,201+6.0% | $1,924-33.8% | $4,125-69.1% |
| Admin fee / account holder | $1,621 | $1,726-6.0% | $2,516-35.6% | $5,651-71.3% |