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 | $57,695 | $30,400+89.8% | $53,898+7.0% | $84,808-32.0% |
| Participation rate | 32.5% | 46.4%-13.9pp | 55.0%-22.5pp | 68.3%-35.8pp |
| Annual return | 19.57% | 500.19%-480.6pp | 528.60%-509.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $751 | $603+24.5% | $932-19.5% | $2,631-71.5% |
| Participant deferral / active EE | $2,457 | $1,199+105.0% | $1,826+34.5% | $4,212-41.7% |
| Admin fee / account holder | $1,894 | $1,993-5.0% | $2,491-23.9% | $7,344-74.2% |