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 5-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 | $47,290 | $70,606-33.0% | $53,898-12.3% | $142,382-66.8% |
| Participation rate | 54.5% | 63.7%-9.2pp | 55.0%-0.4pp | 80.1%-25.6pp |
| Annual return | 17.54% | 619.81%-602.3pp | 528.60%-511.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $539 | $1,202-55.2% | $932-42.2% | $4,299-87.5% |
| Participant deferral / active EE | $1,998 | $2,364-15.5% | $1,826+9.4% | $6,507-69.3% |
| Admin fee / account holder | $842 | $2,852-70.5% | $2,491-66.2% | $12,624-93.3% |