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 9-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 | $72,184 | $27,915+158.6% | $58,482+23.4% | $75,163-4.0% |
| Participation rate | 8.4% | 38.8%-30.4pp | 50.9%-42.4pp | 67.2%-58.8pp |
| Annual return | 18.27% | 44.20%-25.9pp | 4239.32%-4221.1pp | 160.62%-142.4pp |
| Employer contribution / active EE | $275 | $669-58.9% | $1,053-73.9% | $2,670-89.7% |
| Participant deferral / active EE | $822 | $1,201-31.6% | $1,924-57.3% | $4,125-80.1% |
| Admin fee / account holder | $3,182 | $1,726+84.4% | $2,516+26.5% | $5,651-43.7% |