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 10-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 | $44,200 | $30,400+45.4% | $53,898-18.0% | $84,808-47.9% |
| Participation rate | 51.6% | 46.4%+5.2pp | 55.0%-3.3pp | 68.3%-16.7pp |
| Annual return | 16.35% | 500.19%-483.8pp | 528.60%-512.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,793 | $603+197.5% | $932+92.4% | $2,631-31.9% |
| Participant deferral / active EE | $3,427 | $1,199+185.9% | $1,826+87.6% | $4,212-18.6% |
| Admin fee / account holder | $3,721 | $1,993+86.7% | $2,491+49.4% | $7,344-49.3% |