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 | $55,953 | $30,400+84.1% | $53,898+3.8% | $84,808-34.0% |
| Participation rate | 40.2% | 46.4%-6.2pp | 55.0%-14.7pp | 68.3%-28.1pp |
| Annual return | 19.64% | 500.19%-480.6pp | 528.60%-509.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $950 | $603+57.6% | $932+1.9% | $2,631-63.9% |
| Participant deferral / active EE | $1,658 | $1,199+38.3% | $1,826-9.2% | $4,212-60.6% |
| Admin fee / account holder | $2,528 | $1,993+26.8% | $2,491+1.5% | $7,344-65.6% |