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 | $21,062 | $84,696-75.1% | $75,696-72.2% | $167,490-87.4% |
| Participation rate | 47.4% | 77.8%-30.5pp | 74.8%-27.5pp | 82.1%-34.7pp |
| Annual return | 31.05% | 199.36%-168.3pp | 104.53%-73.5pp | 478.56%-447.5pp |
| Employer contribution / active EE | $437 | $3,230-86.5% | $2,743-84.1% | $4,837-91.0% |
| Participant deferral / active EE | $4,241 | $4,580-7.4% | $3,821+11.0% | $6,341-33.1% |
| Admin fee / account holder | $1,010 | $5,355-81.1% | $3,619-72.1% | $12,309-91.8% |