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 5-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 | $59,905 | $29,660+102.0% | $56,411+6.2% | $80,856-25.9% |
| Participation rate | 10.1% | 41.6%-31.5pp | 52.5%-42.3pp | 67.6%-57.5pp |
| Annual return | 28.18% | 35.23%-7.1pp | 1701.33%-1673.2pp | 35.59%-7.4pp |
| Employer contribution / active EE | $203 | $669-69.7% | $1,039-80.5% | $2,755-92.6% |
| Participant deferral / active EE | $1,871 | $1,226+52.6% | $1,952-4.2% | $4,296-56.5% |
| Admin fee / account holder | $680 | $2,428-72.0% | $2,829-75.9% | $6,918-90.2% |