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 5-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 | $6,854 | $31,310-78.1% | $53,898-87.3% | $74,304-90.8% |
| Participation rate | 67.0% | 30.7%+36.3pp | 55.0%+12.0pp | 60.3%+6.6pp |
| Annual return | 30.09% | 23.16%+6.9pp | 528.60%-498.5pp | 29.43%+0.7pp |
| Employer contribution / active EE | $1,013 | $450+125.3% | $932+8.7% | $2,241-54.8% |
| Participant deferral / active EE | $1,495 | $934+60.1% | $1,826-18.1% | $3,767-60.3% |
| Admin fee / account holder | $856 | $2,175-60.6% | $2,491-65.6% | $2,969-71.2% |