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 | $32,966 | $198,466-83.4% | $170,442-80.7% | $147,584-77.7% |
| Participation rate | 23.5% | 88.0%-64.4pp | 83.6%-60.1pp | 82.8%-59.3pp |
| Annual return | 14.76% | 257.29%-242.5pp | 205.93%-191.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,113 | $5,629-62.5% | $4,939-57.2% | $5,439-61.2% |
| Admin fee / account holder | $22,915 | $16,852+36.0% | $13,880+65.1% | $10,885+110.5% |