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 | $112,066 | $70,606+58.7% | $53,898+107.9% | $142,382-21.3% |
| Participation rate | 12.5% | 63.7%-51.2pp | 55.0%-42.5pp | 80.1%-67.6pp |
| Annual return | 15.48% | 619.81%-604.3pp | 528.60%-513.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $472 | $1,202-60.8% | $932-49.4% | $4,299-89.0% |
| Participant deferral / active EE | $1,180 | $2,364-50.1% | $1,826-35.4% | $6,507-81.9% |
| Admin fee / account holder | $436 | $2,852-84.7% | $2,491-82.5% | $12,624-96.5% |