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 9-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 | $82,696 | $70,606+17.1% | $53,898+53.4% | $142,382-41.9% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 15.09% | 619.81%-604.7pp | 528.60%-513.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $642 | $1,202-46.6% | $932-31.1% | $4,299-85.1% |
| Participant deferral / active EE | $1,742 | $2,364-26.3% | $1,826-4.6% | $6,507-73.2% |
| Admin fee / account holder | $827 | $2,852-71.0% | $2,491-66.8% | $12,624-93.4% |