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 | $42,225 | $29,319+44.0% | $52,425-19.5% | $82,448-48.8% |
| Participation rate | 19.1% | 46.9%-27.7pp | 55.6%-36.5pp | 68.1%-48.9pp |
| Annual return | 17.61% | 535.20%-517.6pp | 302.12%-284.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $428 | $586-27.0% | $914-53.2% | $2,551-83.2% |
| Participant deferral / active EE | $1,202 | $1,171+2.6% | $1,790-32.9% | $4,139-71.0% |
| Admin fee / account holder | $3,056 | $1,962+55.8% | $2,495+22.5% | $7,234-57.8% |