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 | $50,430 | $70,606-28.6% | $53,898-6.4% | $142,382-64.6% |
| Participation rate | 63.2% | 63.7%-0.5pp | 55.0%+8.2pp | 80.1%-17.0pp |
| Annual return | 14.60% | 619.81%-605.2pp | 528.60%-514.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,794 | $1,202+49.2% | $932+92.4% | $4,299-58.3% |
| Participant deferral / active EE | $3,363 | $2,364+42.3% | $1,826+84.1% | $6,507-48.3% |
| Admin fee / account holder | $499 | $2,852-82.5% | $2,491-80.0% | $12,624-96.0% |