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 7-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 | $37,220 | $29,660+25.5% | $56,411-34.0% | $80,856-54.0% |
| Participation rate | 66.7% | 41.6%+25.0pp | 52.5%+14.2pp | 67.6%-1.0pp |
| Annual return | 13.22% | 35.23%-22.0pp | 1701.33%-1688.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $549 | $669-18.0% | $1,039-47.2% | $2,755-80.1% |
| Participant deferral / active EE | $2,220 | $1,226+81.1% | $1,952+13.8% | $4,296-48.3% |
| Admin fee / account holder | $614 | $2,428-74.7% | $2,829-78.3% | $6,918-91.1% |