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 | $44,312 | $29,660+49.4% | $56,411-21.4% | $80,856-45.2% |
| Participation rate | 29.0% | 41.6%-12.6pp | 52.5%-23.4pp | 67.6%-38.6pp |
| Annual return | 16.76% | 35.23%-18.5pp | 1701.33%-1684.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,106 | $669+65.2% | $1,039+6.4% | $2,755-59.9% |
| Participant deferral / active EE | $2,254 | $1,226+83.8% | $1,952+15.5% | $4,296-47.5% |
| Admin fee / account holder | $597 | $2,428-75.4% | $2,829-78.9% | $6,918-91.4% |