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 | $47,487 | $30,400+56.2% | $53,898-11.9% | $84,808-44.0% |
| Participation rate | 31.9% | 46.4%-14.6pp | 55.0%-23.1pp | 68.3%-36.4pp |
| Annual return | 17.83% | 500.19%-482.4pp | 528.60%-510.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $687 | $603+13.9% | $932-26.3% | $2,631-73.9% |
| Participant deferral / active EE | $1,571 | $1,199+31.0% | $1,826-14.0% | $4,212-62.7% |
| Admin fee / account holder | $856 | $1,993-57.1% | $2,491-65.7% | $7,344-88.4% |