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 | $30,400+20.1% | $53,898-32.2% | $84,808-56.9% |
| Participation rate | 34.8% | 46.4%-11.7pp | 55.0%-20.2pp | 68.3%-33.5pp |
| Annual return | 21.88% | 500.19%-478.3pp | 528.60%-506.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,164 | $603+93.0% | $932+24.8% | $2,631-55.8% |
| Participant deferral / active EE | $2,223 | $1,199+85.4% | $1,826+21.7% | $4,212-47.2% |
| Admin fee / account holder | $1,093 | $1,993-45.2% | $2,491-56.1% | $7,344-85.1% |