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 8-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 | $33,784 | $29,051+16.3% | $52,425-35.6% | $67,986-50.3% |
| Participation rate | 33.2% | 30.4%+2.7pp | 55.6%-22.5pp | 57.2%-24.0pp |
| Annual return | 25.46% | 24.00%+1.5pp | 302.12%-276.7pp | 31.67%-6.2pp |
| Employer contribution / active EE | $847 | $412+105.6% | $914-7.4% | $2,019-58.0% |
| Participant deferral / active EE | $1,589 | $873+82.0% | $1,790-11.3% | $3,358-52.7% |
| Admin fee / account holder | $2,256 | $2,113+6.8% | $2,495-9.6% | $3,203-29.6% |