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 9-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 | $73,322 | $31,310+134.2% | $53,898+36.0% | $74,304-1.3% |
| Participation rate | 9.5% | 30.7%-21.1pp | 55.0%-45.4pp | 60.3%-50.8pp |
| Annual return | 14.44% | 23.16%-8.7pp | 528.60%-514.2pp | 29.43%-15.0pp |
| Employer contribution / active EE | $247 | $450-45.2% | $932-73.5% | $2,241-89.0% |
| Participant deferral / active EE | $955 | $934+2.2% | $1,826-47.7% | $3,767-74.6% |
| Admin fee / account holder | $875 | $2,175-59.8% | $2,491-64.9% | $2,969-70.5% |