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 | $32,065 | $52,406-38.8% | $129,207-75.2% | $74,495-57.0% |
| Participation rate | 69.0% | 53.8%+15.2pp | 69.6%-0.6pp | 67.2%+1.8pp |
| Annual return | 15.65% | 15.66%0pp | 9417.33%-9401.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $2,120 | $1,531+38.5% | $4,153-49.0% | $2,623-19.2% |
| Participant deferral / active EE | $3,549 | $2,794+27.0% | $4,168-14.8% | $4,346-18.3% |
| Admin fee / account holder | $3,505 | $2,633+33.1% | $7,715-54.6% | $1,942+80.5% |