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 | $40,696 | $29,660+37.2% | $56,411-27.9% | $80,856-49.7% |
| Participation rate | 35.4% | 41.6%-6.3pp | 52.5%-17.1pp | 67.6%-32.3pp |
| Annual return | 11.66% | 35.23%-23.6pp | 1701.33%-1689.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,038 | $669+55.0% | $1,039-0.1% | $2,755-62.3% |
| Participant deferral / active EE | $2,011 | $1,226+64.0% | $1,952+3.0% | $4,296-53.2% |
| Admin fee / account holder | $6,742 | $2,428+177.7% | $2,829+138.3% | $6,918-2.5% |