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 | $53,185 | $29,660+79.3% | $56,411-5.7% | $80,856-34.2% |
| Participation rate | 46.1% | 41.6%+4.4pp | 52.5%-6.4pp | 67.6%-21.6pp |
| Annual return | 18.21% | 35.23%-17.0pp | 1701.33%-1683.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $839 | $669+25.3% | $1,039-19.3% | $2,755-69.6% |
| Participant deferral / active EE | $1,731 | $1,226+41.2% | $1,952-11.3% | $4,296-59.7% |
| Admin fee / account holder | $3,506 | $2,428+44.4% | $2,829+23.9% | $6,918-49.3% |