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 | $31,489 | $48,570-35.2% | $130,648-75.9% | $72,985-56.9% |
| Participation rate | 64.0% | 58.6%+5.4pp | 71.7%-7.7pp | 69.5%-5.5pp |
| Annual return | 25.57% | 38.63%-13.1pp | 1708.96%-1683.4pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,284 | $1,334+71.2% | $4,092-44.2% | $2,440-6.4% |
| Participant deferral / active EE | $3,502 | $2,384+46.9% | $3,603-2.8% | $3,607-2.9% |
| Admin fee / account holder | $826 | $3,549-76.7% | $5,464-84.9% | $5,124-83.9% |