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 | $40,895 | $30,400+34.5% | $53,898-24.1% | $84,808-51.8% |
| Participation rate | 59.3% | 46.4%+12.8pp | 55.0%+4.3pp | 68.3%-9.1pp |
| Annual return | 18.89% | 500.19%-481.3pp | 528.60%-509.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,097 | $603+247.9% | $932+125.0% | $2,631-20.3% |
| Participant deferral / active EE | $4,662 | $1,199+289.0% | $1,826+155.3% | $4,212+10.7% |
| Admin fee / account holder | $1,670 | $1,993-16.2% | $2,491-32.9% | $7,344-77.3% |