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 | $50,444 | $30,400+65.9% | $53,898-6.4% | $84,808-40.5% |
| Participation rate | 47.9% | 46.4%+1.4pp | 55.0%-7.1pp | 68.3%-20.4pp |
| Annual return | 21.50% | 500.19%-478.7pp | 528.60%-507.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,465 | $603+143.1% | $932+57.2% | $2,631-44.3% |
| Participant deferral / active EE | $2,503 | $1,199+108.8% | $1,826+37.1% | $4,212-40.6% |
| Admin fee / account holder | $721 | $1,993-63.8% | $2,491-71.1% | $7,344-90.2% |