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 | $38,224 | $159,901-76.1% | $146,958-74.0% | $145,922-73.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 19.73% | 98.13%-78.4pp | 418.34%-398.6pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,487 | $5,286-71.9% | $4,933-69.9% | $4,660-68.1% |
| Participant deferral / active EE | $3,140 | $8,428-62.7% | $8,070-61.1% | $6,688-53.1% |
| Admin fee / account holder | $19,550 | $15,044+30.0% | $12,998+50.4% | $13,397+45.9% |