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 | $64,965 | $29,319+121.6% | $52,425+23.9% | $82,448-21.2% |
| Participation rate | 51.7% | 46.9%+4.9pp | 55.6%-3.9pp | 68.1%-16.3pp |
| Annual return | 16.38% | 535.20%-518.8pp | 302.12%-285.7pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,416 | $586+141.5% | $914+54.9% | $2,551-44.5% |
| Participant deferral / active EE | $2,056 | $1,171+75.5% | $1,790+14.8% | $4,139-50.3% |
| Admin fee / account holder | $3,061 | $1,962+56.0% | $2,495+22.7% | $7,234-57.7% |