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 | $30,514 | $22,587+35.1% | $65,255-53.2% | $75,163-59.4% |
| Participation rate | 51.7% | 63.1%-11.4pp | 65.0%-13.3pp | 67.2%-15.5pp |
| Annual return | 59.75% | 71.03%-11.3pp | 47.35%+12.4pp | 160.62%-100.9pp |
| Employer contribution / active EE | $2,031 | $941+116.0% | $1,691+20.1% | $2,670-23.9% |
| Participant deferral / active EE | $3,484 | $1,695+105.5% | $2,831+23.1% | $4,125-15.5% |
| Admin fee / account holder | $1,454 | $1,876-22.5% | $4,112-64.6% | $5,651-74.3% |