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 | $30,648 | $29,319+4.5% | $52,425-41.5% | $82,448-62.8% |
| Participation rate | 53.4% | 46.9%+6.6pp | 55.6%-2.2pp | 68.1%-14.6pp |
| Annual return | 17.34% | 535.20%-517.9pp | 302.12%-284.8pp | 41.64%-24.3pp |
| Employer contribution / active EE | $813 | $586+38.6% | $914-11.1% | $2,551-68.1% |
| Participant deferral / active EE | $1,396 | $1,171+19.2% | $1,790-22.0% | $4,139-66.3% |
| Admin fee / account holder | $666 | $1,962-66.0% | $2,495-73.3% | $7,234-90.8% |