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 | $55,407 | $30,400+82.3% | $53,898+2.8% | $84,808-34.7% |
| Participation rate | 42.7% | 46.4%-3.7pp | 55.0%-12.3pp | 68.3%-25.6pp |
| Annual return | 14.50% | 500.19%-485.7pp | 528.60%-514.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,113 | $603+84.7% | $932+19.5% | $2,631-57.7% |
| Participant deferral / active EE | $1,998 | $1,199+66.7% | $1,826+9.4% | $4,212-52.6% |
| Admin fee / account holder | $938 | $1,993-52.9% | $2,491-62.3% | $7,344-87.2% |