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 | $75,634 | $60,124+25.8% | $90,404-16.3% | $79,858-5.3% |
| Participation rate | 22.9% | 65.0%-42.1pp | 72.7%-49.8pp | 69.6%-46.7pp |
| Annual return | 30.01% | 71.94%-41.9pp | 1293.02%-1263.0pp | 31.71%-1.7pp |
| Employer contribution / active EE | $784 | $2,068-62.1% | $3,262-76.0% | $2,471-68.3% |
| Participant deferral / active EE | $1,356 | $2,938-53.8% | $3,963-65.8% | $3,740-63.7% |
| Admin fee / account holder | $5,929 | $3,976+49.1% | $5,611+5.7% | $5,306+11.7% |