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 9-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 | $56,920 | $27,915+103.9% | $58,482-2.7% | $75,163-24.3% |
| Participation rate | 47.8% | 38.8%+9.0pp | 50.9%-3.0pp | 67.2%-19.4pp |
| Annual return | 18.55% | 44.20%-25.7pp | 4239.32%-4220.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $446 | $669-33.3% | $1,053-57.6% | $2,670-83.3% |
| Participant deferral / active EE | $2,516 | $1,201+109.4% | $1,924+30.8% | $4,125-39.0% |
| Admin fee / account holder | $11,454 | $1,726+563.8% | $2,516+355.3% | $5,651+102.7% |