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 | $60,364 | $29,660+103.5% | $56,411+7.0% | $80,856-25.3% |
| Participation rate | 37.2% | 41.6%-4.4pp | 52.5%-15.3pp | 67.6%-30.4pp |
| Annual return | 18.09% | 35.23%-17.1pp | 1701.33%-1683.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,137 | $669+219.2% | $1,039+105.7% | $2,755-22.4% |
| Participant deferral / active EE | $3,310 | $1,226+170.0% | $1,952+69.6% | $4,296-22.9% |
| Admin fee / account holder | $623 | $2,428-74.3% | $2,829-78.0% | $6,918-91.0% |