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 | $30,989 | $29,660+4.5% | $56,411-45.1% | $80,856-61.7% |
| Participation rate | 54.0% | 41.6%+12.4pp | 52.5%+1.5pp | 67.6%-13.6pp |
| Annual return | 11.21% | 35.23%-24.0pp | 1701.33%-1690.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $865 | $669+29.2% | $1,039-16.8% | $2,755-68.6% |
| Participant deferral / active EE | $2,027 | $1,226+65.3% | $1,952+3.8% | $4,296-52.8% |
| Admin fee / account holder | $358 | $2,428-85.2% | $2,829-87.3% | $6,918-94.8% |