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 8-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 | $54,375 | $29,660+83.3% | $56,411-3.6% | $80,856-32.8% |
| Participation rate | 31.0% | 41.6%-10.7pp | 52.5%-21.5pp | 67.6%-36.7pp |
| Annual return | 22.47% | 35.23%-12.8pp | 1701.33%-1678.9pp | 35.59%-13.1pp |
| Employer contribution / active EE | $732 | $669+9.4% | $1,039-29.5% | $2,755-73.4% |
| Participant deferral / active EE | $2,082 | $1,226+69.8% | $1,952+6.6% | $4,296-51.5% |
| Admin fee / account holder | $2,461 | $2,428+1.4% | $2,829-13.0% | $6,918-64.4% |