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 | $78,883 | $29,660+166.0% | $56,411+39.8% | $80,856-2.4% |
| Participation rate | 23.1% | 41.6%-18.6pp | 52.5%-29.4pp | 67.6%-44.6pp |
| Annual return | 18.97% | 35.23%-16.3pp | 1701.33%-1682.4pp | 35.59%-16.6pp |
| Employer contribution / active EE | $304 | $669-54.7% | $1,039-70.8% | $2,755-89.0% |
| Participant deferral / active EE | $717 | $1,226-41.5% | $1,952-63.3% | $4,296-83.3% |
| Admin fee / account holder | $2,621 | $2,428+8.0% | $2,829-7.3% | $6,918-62.1% |