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 | $27,771 | $29,660-6.4% | $56,411-50.8% | $80,856-65.7% |
| Participation rate | 51.1% | 41.6%+9.5pp | 52.5%-1.4pp | 67.6%-16.5pp |
| Annual return | 20.53% | 35.23%-14.7pp | 1701.33%-1680.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $713 | $669+6.5% | $1,039-31.4% | $2,755-74.1% |
| Participant deferral / active EE | $2,025 | $1,226+65.1% | $1,952+3.7% | $4,296-52.9% |
| Admin fee / account holder | $669 | $2,428-72.5% | $2,829-76.4% | $6,918-90.3% |