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 | $67,400 | $30,400+121.7% | $53,898+25.1% | $84,808-20.5% |
| Participation rate | 29.6% | 46.4%-16.8pp | 55.0%-25.3pp | 68.3%-38.7pp |
| Annual return | 17.78% | 500.19%-482.4pp | 528.60%-510.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $743 | $603+23.3% | $932-20.3% | $2,631-71.8% |
| Participant deferral / active EE | $1,323 | $1,199+10.4% | $1,826-27.5% | $4,212-68.6% |
| Admin fee / account holder | $6,298 | $1,993+216.0% | $2,491+152.9% | $7,344-14.2% |