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 | $87,775 | $92,224-4.8% | $105,223-16.6% | $79,634+10.2% |
| Participation rate | 13.7% | 69.2%-55.4pp | 75.0%-61.3pp | 62.5%-48.7pp |
| Annual return | 16.00% | 88.65%-72.7pp | 180.65%-164.7pp | 36.46%-20.5pp |
| Employer contribution / active EE | $921 | $3,965-76.8% | $3,689-75.0% | $2,529-63.6% |
| Participant deferral / active EE | $1,936 | $3,834-49.5% | $5,072-61.8% | $3,835-49.5% |
| Admin fee / account holder | $7,534 | $1,121+572.3% | $8,859-15.0% | $1,002+651.9% |