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 | $47,259 | $27,915+69.3% | $58,482-19.2% | $75,163-37.1% |
| Participation rate | 27.7% | 38.8%-11.1pp | 50.9%-23.1pp | 67.2%-39.5pp |
| Annual return | 18.31% | 44.20%-25.9pp | 4239.32%-4221.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $674 | $669+0.8% | $1,053-36.0% | $2,670-74.8% |
| Participant deferral / active EE | $1,787 | $1,201+48.7% | $1,924-7.1% | $4,125-56.7% |
| Admin fee / account holder | $327 | $1,726-81.0% | $2,516-87.0% | $5,651-94.2% |