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 8-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 | $90,382 | $30,400+197.3% | $53,898+67.7% | $84,808+6.6% |
| Participation rate | 16.0% | 46.4%-30.4pp | 55.0%-39.0pp | 68.3%-52.3pp |
| Annual return | 17.47% | 500.19%-482.7pp | 528.60%-511.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $401 | $603-33.5% | $932-57.0% | $2,631-84.8% |
| Participant deferral / active EE | $1,515 | $1,199+26.4% | $1,826-17.0% | $4,212-64.0% |
| Admin fee / account holder | $675 | $1,993-66.1% | $2,491-72.9% | $7,344-90.8% |