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 | $36,854 | $30,400+21.2% | $53,898-31.6% | $84,808-56.5% |
| Participation rate | 58.8% | 46.4%+12.4pp | 55.0%+3.9pp | 68.3%-9.5pp |
| Annual return | 16.98% | 500.19%-483.2pp | 528.60%-511.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $266 | $603-55.8% | $932-71.4% | $2,631-89.9% |
| Participant deferral / active EE | $1,010 | $1,199-15.7% | $1,826-44.7% | $4,212-76.0% |
| Admin fee / account holder | $1,143 | $1,993-42.7% | $2,491-54.1% | $7,344-84.4% |