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 | $64,433 | $27,915+130.8% | $58,482+10.2% | $75,163-14.3% |
| Participation rate | 18.9% | 38.8%-19.9pp | 50.9%-31.9pp | 67.2%-48.3pp |
| Annual return | 16.57% | 44.20%-27.6pp | 4239.32%-4222.7pp | 160.62%-144.0pp |
| Employer contribution / active EE | $749 | $669+12.0% | $1,053-28.9% | $2,670-71.9% |
| Participant deferral / active EE | $1,709 | $1,201+42.2% | $1,924-11.2% | $4,125-58.6% |
| Admin fee / account holder | $3,232 | $1,726+87.3% | $2,516+28.5% | $5,651-42.8% |