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 10-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 | $60,430 | $29,660+103.7% | $56,411+7.1% | $80,856-25.3% |
| Participation rate | 16.9% | 41.6%-24.7pp | 52.5%-35.6pp | 67.6%-50.7pp |
| Annual return | 15.70% | 35.23%-19.5pp | 1701.33%-1685.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $312 | $669-53.3% | $1,039-69.9% | $2,755-88.7% |
| Participant deferral / active EE | $692 | $1,226-43.6% | $1,952-64.5% | $4,296-83.9% |
| Admin fee / account holder | $1,168 | $2,428-51.9% | $2,829-58.7% | $6,918-83.1% |