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 | $41,916 | $30,400+37.9% | $53,898-22.2% | $84,808-50.6% |
| Participation rate | 30.0% | 46.4%-16.4pp | 55.0%-25.0pp | 68.3%-38.3pp |
| Annual return | 21.67% | 500.19%-478.5pp | 528.60%-506.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $750 | $603+24.4% | $932-19.6% | $2,631-71.5% |
| Participant deferral / active EE | $2,281 | $1,199+90.3% | $1,826+24.9% | $4,212-45.8% |
| Admin fee / account holder | $4,819 | $1,993+141.8% | $2,491+93.5% | $7,344-34.4% |