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 | $42,622 | $29,660+43.7% | $56,411-24.4% | $80,856-47.3% |
| Participation rate | 25.5% | 41.6%-16.2pp | 52.5%-27.0pp | 67.6%-42.1pp |
| Annual return | 13.25% | 35.23%-22.0pp | 1701.33%-1688.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $418 | $669-37.5% | $1,039-59.7% | $2,755-84.8% |
| Participant deferral / active EE | $1,362 | $1,226+11.1% | $1,952-30.2% | $4,296-68.3% |
| Admin fee / account holder | $2,162 | $2,428-10.9% | $2,829-23.6% | $6,918-68.8% |