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 5-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 | $67,234 | $30,400+121.2% | $53,898+24.7% | $84,808-20.7% |
| Participation rate | 15.7% | 46.4%-30.8pp | 55.0%-39.3pp | 68.3%-52.6pp |
| Annual return | 18.19% | 500.19%-482.0pp | 528.60%-510.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $328 | $603-45.5% | $932-64.8% | $2,631-87.5% |
| Participant deferral / active EE | $1,449 | $1,199+20.9% | $1,826-20.7% | $4,212-65.6% |
| Admin fee / account holder | $7,326 | $1,993+267.6% | $2,491+194.1% | $7,344-0.2% |