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 | $45,480 | $29,660+53.3% | $56,411-19.4% | $80,856-43.8% |
| Participation rate | 39.8% | 41.6%-1.9pp | 52.5%-12.7pp | 67.6%-27.9pp |
| Annual return | 13.09% | 35.23%-22.1pp | 1701.33%-1688.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $921 | $669+37.6% | $1,039-11.3% | $2,755-66.6% |
| Participant deferral / active EE | $1,966 | $1,226+60.4% | $1,952+0.7% | $4,296-54.2% |
| Admin fee / account holder | $1,208 | $2,428-50.2% | $2,829-57.3% | $6,918-82.5% |