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 | $36,525 | $29,319+24.6% | $52,425-30.3% | $82,448-55.7% |
| Participation rate | 34.8% | 46.9%-12.1pp | 55.6%-20.8pp | 68.1%-33.3pp |
| Annual return | 21.88% | 535.20%-513.3pp | 302.12%-280.2pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,164 | $586+98.4% | $914+27.3% | $2,551-54.4% |
| Participant deferral / active EE | $2,223 | $1,171+89.8% | $1,790+24.1% | $4,139-46.3% |
| Admin fee / account holder | $1,093 | $1,962-44.3% | $2,495-56.2% | $7,234-84.9% |