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 | $53,514 | $29,660+80.4% | $56,411-5.1% | $80,856-33.8% |
| Participation rate | 52.6% | 41.6%+11.0pp | 52.5%+0.2pp | 67.6%-15.0pp |
| Annual return | 12.31% | 35.23%-22.9pp | 1701.33%-1689.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $708 | $669+5.8% | $1,039-31.8% | $2,755-74.3% |
| Participant deferral / active EE | $5,488 | $1,226+347.7% | $1,952+181.2% | $4,296+27.8% |
| Admin fee / account holder | $5,656 | $2,428+133.0% | $2,829+100.0% | $6,918-18.2% |