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 | $44,676 | $34,308+30.2% | $74,701-40.2% | $72,985-38.8% |
| Participation rate | 58.9% | 42.4%+16.5pp | 54.5%+4.5pp | 69.5%-10.6pp |
| Annual return | 35.01% | 26.58%+8.4pp | 752.92%-717.9pp | 81.00%-46.0pp |
| Employer contribution / active EE | $1,709 | $692+147.1% | $1,084+57.7% | $2,440-30.0% |
| Participant deferral / active EE | $4,000 | $1,271+214.6% | $1,964+103.7% | $3,607+10.9% |
| Admin fee / account holder | $4,267 | $2,124+100.9% | $3,333+28.0% | $5,124-16.7% |