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 | $73,346 | $27,915+162.7% | $58,482+25.4% | $75,163-2.4% |
| Participation rate | 8.3% | 38.8%-30.5pp | 50.9%-42.5pp | 67.2%-58.9pp |
| Annual return | 20.80% | 44.20%-23.4pp | 4239.32%-4218.5pp | 160.62%-139.8pp |
| Employer contribution / active EE | $177 | $669-73.5% | $1,053-83.2% | $2,670-93.4% |
| Participant deferral / active EE | $1,397 | $1,201+16.3% | $1,924-27.4% | $4,125-66.1% |
| Admin fee / account holder | $1,008 | $1,726-41.6% | $2,516-59.9% | $5,651-82.2% |