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 | $79,303 | $30,400+160.9% | $53,898+47.1% | $84,808-6.5% |
| Participation rate | 34.6% | 46.4%-11.9pp | 55.0%-20.4pp | 68.3%-33.7pp |
| Annual return | 21.03% | 500.19%-479.2pp | 528.60%-507.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,697 | $603+181.6% | $932+82.1% | $2,631-35.5% |
| Participant deferral / active EE | $3,263 | $1,199+172.3% | $1,826+78.7% | $4,212-22.5% |
| Admin fee / account holder | $4,199 | $1,993+110.7% | $2,491+68.6% | $7,344-42.8% |