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 6-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 | $66,904 | $30,400+120.1% | $53,898+24.1% | $84,808-21.1% |
| Participation rate | 19.4% | 46.4%-27.1pp | 55.0%-35.6pp | 68.3%-49.0pp |
| Annual return | 19.61% | 500.19%-480.6pp | 528.60%-509.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $499 | $603-17.2% | $932-46.4% | $2,631-81.0% |
| Participant deferral / active EE | $3,486 | $1,199+190.8% | $1,826+90.9% | $4,212-17.2% |
| Admin fee / account holder | $599 | $1,993-69.9% | $2,491-75.9% | $7,344-91.8% |