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 | $153,853 | $126,574+21.6% | $106,213+44.9% | $145,922+5.4% |
| Participation rate | 43.8% | 77.6%-33.9pp | 75.3%-31.5pp | 80.3%-36.5pp |
| Annual return | 16.66% | 224.79%-208.1pp | 116.14%-99.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $970 | $3,730-74.0% | $3,171-69.4% | $4,660-79.2% |
| Participant deferral / active EE | $1,683 | $5,724-70.6% | $5,016-66.5% | $6,688-74.8% |
| Admin fee / account holder | $3,643 | $17,304-78.9% | $11,033-67.0% | $13,397-72.8% |