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 | $65,269 | $30,400+114.7% | $53,898+21.1% | $84,808-23.0% |
| Participation rate | 14.7% | 46.4%-31.7pp | 55.0%-40.3pp | 68.3%-53.6pp |
| Annual return | 23.25% | 500.19%-476.9pp | 528.60%-505.4pp | 40.90%-17.6pp |
| Employer contribution / active EE | $108 | $603-82.0% | $932-88.4% | $2,631-95.9% |
| Participant deferral / active EE | $534 | $1,199-55.4% | $1,826-70.7% | $4,212-87.3% |
| Admin fee / account holder | $4,574 | $1,993+129.5% | $2,491+83.6% | $7,344-37.7% |