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 | $30,212 | $49,173-38.6% | $121,098-75.1% | $75,163-59.8% |
| Participation rate | 30.4% | 55.4%-25.0pp | 69.5%-39.1pp | 67.2%-36.8pp |
| Annual return | 26.63% | 55.99%-29.4pp | 985.75%-959.1pp | 160.62%-134.0pp |
| Employer contribution / active EE | $864 | $1,546-44.1% | $4,164-79.3% | $2,670-67.6% |
| Participant deferral / active EE | $1,264 | $2,628-51.9% | $4,080-69.0% | $4,125-69.3% |
| Admin fee / account holder | $806 | $3,942-79.5% | $5,644-85.7% | $5,651-85.7% |