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 | $62,992 | $27,915+125.7% | $58,482+7.7% | $75,163-16.2% |
| Participation rate | 59.3% | 38.8%+20.4pp | 50.9%+8.4pp | 67.2%-7.9pp |
| Annual return | 17.43% | 44.20%-26.8pp | 4239.32%-4221.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,155 | $669+222.0% | $1,053+104.6% | $2,670-19.3% |
| Participant deferral / active EE | $4,384 | $1,201+264.9% | $1,924+127.9% | $4,125+6.3% |
| Admin fee / account holder | $793 | $1,726-54.0% | $2,516-68.5% | $5,651-86.0% |