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 | $49,102 | $30,400+61.5% | $53,898-8.9% | $84,808-42.1% |
| Participation rate | 42.9% | 46.4%-3.6pp | 55.0%-12.1pp | 68.3%-25.5pp |
| Annual return | 17.68% | 500.19%-482.5pp | 528.60%-510.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $706 | $603+17.1% | $932-24.3% | $2,631-73.2% |
| Participant deferral / active EE | $1,593 | $1,199+32.9% | $1,826-12.8% | $4,212-62.2% |
| Admin fee / account holder | $2,302 | $1,993+15.5% | $2,491-7.6% | $7,344-68.6% |