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 5-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 | $84,148 | $90,348-6.9% | $75,972+10.8% | $145,922-42.3% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 30.95% | 620.88%-589.9pp | 359.55%-328.6pp | 561.29%-530.3pp |
| Employer contribution / active EE | $1,556 | $3,311-53.0% | $2,685-42.1% | $4,660-66.6% |
| Participant deferral / active EE | $5,621 | $5,162+8.9% | $4,255+32.1% | $6,688-16.0% |
| Admin fee / account holder | $977 | $8,467-88.5% | $6,467-84.9% | $13,397-92.7% |