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 | $37,173 | $111,724-66.7% | $93,606-60.3% | $145,922-74.5% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 13.99% | 202.98%-189.0pp | 133.20%-119.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $943 | $3,090-69.5% | $2,420-61.0% | $4,660-79.8% |
| Participant deferral / active EE | $3,795 | $4,912-22.7% | $4,411-14.0% | $6,688-43.3% |
| Admin fee / account holder | $350 | $10,250-96.6% | $8,285-95.8% | $13,397-97.4% |