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 | $52,588 | $70,606-25.5% | $53,898-2.4% | $142,382-63.1% |
| Participation rate | 62.5% | 63.7%-1.2pp | 55.0%+7.5pp | 80.1%-17.6pp |
| Annual return | 11.80% | 619.81%-608.0pp | 528.60%-516.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,929 | $1,202+60.5% | $932+107.0% | $4,299-55.1% |
| Participant deferral / active EE | $3,402 | $2,364+43.9% | $1,826+86.3% | $6,507-47.7% |
| Admin fee / account holder | $3,873 | $2,852+35.8% | $2,491+55.5% | $12,624-69.3% |