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 | $70,799 | $30,400+132.9% | $53,898+31.4% | $84,808-16.5% |
| Participation rate | 28.2% | 46.4%-18.2pp | 55.0%-26.8pp | 68.3%-40.1pp |
| Annual return | 20.40% | 500.19%-479.8pp | 528.60%-508.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,061 | $603+76.0% | $932+13.8% | $2,631-59.7% |
| Participant deferral / active EE | $1,782 | $1,199+48.7% | $1,826-2.4% | $4,212-57.7% |
| Admin fee / account holder | $3,503 | $1,993+75.7% | $2,491+40.6% | $7,344-52.3% |