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 3-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 | $74,761 | $30,400+145.9% | $53,898+38.7% | $84,808-11.8% |
| Participation rate | 17.9% | 46.4%-28.5pp | 55.0%-37.0pp | 68.3%-50.4pp |
| Annual return | 15.03% | 500.19%-485.2pp | 528.60%-513.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $820 | $603+36.1% | $932-12.0% | $2,631-68.8% |
| Participant deferral / active EE | $1,977 | $1,199+64.9% | $1,826+8.3% | $4,212-53.1% |
| Admin fee / account holder | $369 | $1,993-81.5% | $2,491-85.2% | $7,344-95.0% |