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 | $25,492 | $81,248-68.6% | $155,509-83.6% | $80,856-68.5% |
| Participation rate | 35.9% | 66.2%-30.3pp | 78.2%-42.3pp | 67.6%-31.7pp |
| Annual return | 121.85% | 33.31%+88.5pp | 64.67%+57.2pp | 35.59%+86.3pp |
| Employer contribution / active EE | $401 | $3,100-87.1% | $4,672-91.4% | $2,755-85.4% |
| Participant deferral / active EE | $984 | $3,452-71.5% | $5,626-82.5% | $4,296-77.1% |
| Admin fee / account holder | $1,982 | $7,997-75.2% | $15,912-87.5% | $6,918-71.4% |