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 5-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 | $46,299 | $30,400+52.3% | $53,898-14.1% | $84,808-45.4% |
| Participation rate | 28.0% | 46.4%-18.4pp | 55.0%-27.0pp | 68.3%-40.3pp |
| Annual return | 18.63% | 500.19%-481.6pp | 528.60%-510.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $570 | $603-5.5% | $932-38.9% | $2,631-78.4% |
| Participant deferral / active EE | $2,159 | $1,199+80.1% | $1,826+18.2% | $4,212-48.7% |
| Admin fee / account holder | $553 | $1,993-72.3% | $2,491-77.8% | $7,344-92.5% |