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 | $104,528 | $59,402+76.0% | $93,654+11.6% | $74,546+40.2% |
| Participation rate | 34.6% | 59.7%-25.0pp | 68.7%-34.1pp | 67.2%-32.6pp |
| Annual return | 12.97% | 81.86%-68.9pp | 133.34%-120.4pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $731 | $1,265-42.2% | $2,421-69.8% | $2,624-72.1% |
| Participant deferral / active EE | $2,713 | $3,049-11.0% | $4,413-38.5% | $4,347-37.6% |
| Admin fee / account holder | $3,181 | $3,023+5.2% | $8,282-61.6% | $1,944+63.7% |