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 | $41,076 | $48,335-15.0% | $121,098-66.1% | $71,457-42.5% |
| Participation rate | 56.2% | 54.3%+1.9pp | 69.5%-13.3pp | 67.9%-11.7pp |
| Annual return | 22.03% | 23.32%-1.3pp | 985.75%-963.7pp | 28.85%-6.8pp |
| Employer contribution / active EE | $578 | $1,489-61.2% | $4,164-86.1% | $2,588-77.7% |
| Participant deferral / active EE | $3,731 | $2,754+35.5% | $4,080-8.5% | $4,289-13.0% |
| Admin fee / account holder | $1,081 | $1,841-41.2% | $5,644-80.8% | $1,587-31.9% |