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 | $43,435 | $29,660+46.4% | $56,411-23.0% | $80,856-46.3% |
| Participation rate | 23.4% | 41.6%-18.3pp | 52.5%-29.1pp | 67.6%-44.3pp |
| Annual return | 16.40% | 35.23%-18.8pp | 1701.33%-1684.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $519 | $669-22.4% | $1,039-50.0% | $2,755-81.1% |
| Participant deferral / active EE | $984 | $1,226-19.7% | $1,952-49.6% | $4,296-77.1% |
| Admin fee / account holder | $1,659 | $2,428-31.7% | $2,829-41.4% | $6,918-76.0% |