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 | $49,356 | $48,335+2.1% | $121,098-59.2% | $71,457-30.9% |
| Participation rate | 61.2% | 54.3%+6.9pp | 69.5%-8.3pp | 67.9%-6.8pp |
| Annual return | 28.27% | 23.32%+4.9pp | 985.75%-957.5pp | 28.85%-0.6pp |
| Employer contribution / active EE | $2,029 | $1,489+36.3% | $4,164-51.3% | $2,588-21.6% |
| Participant deferral / active EE | $1,804 | $2,754-34.5% | $4,080-55.8% | $4,289-57.9% |
| Admin fee / account holder | $6,584 | $1,841+257.7% | $5,644+16.7% | $1,587+314.8% |