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 | $40,187 | $29,660+35.5% | $56,411-28.8% | $80,856-50.3% |
| Participation rate | 7.5% | 41.6%-34.1pp | 52.5%-45.0pp | 67.6%-60.1pp |
| Annual return | 19.94% | 35.23%-15.3pp | 1701.33%-1681.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $242 | $669-63.8% | $1,039-76.7% | $2,755-91.2% |
| Participant deferral / active EE | $709 | $1,226-42.2% | $1,952-63.7% | $4,296-83.5% |
| Admin fee / account holder | $1,606 | $2,428-33.8% | $2,829-43.2% | $6,918-76.8% |