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 | $64,228 | $31,310+105.1% | $53,898+19.2% | $74,304-13.6% |
| Participation rate | 12.0% | 30.7%-18.6pp | 55.0%-42.9pp | 60.3%-48.3pp |
| Annual return | 20.89% | 23.16%-2.3pp | 528.60%-507.7pp | 29.43%-8.5pp |
| Employer contribution / active EE | $230 | $450-48.8% | $932-75.3% | $2,241-89.7% |
| Participant deferral / active EE | $713 | $934-23.7% | $1,826-61.0% | $3,767-81.1% |
| Admin fee / account holder | $739 | $2,175-66.0% | $2,491-70.3% | $2,969-75.1% |