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 | $53,068 | $70,606-24.8% | $53,898-1.5% | $142,382-62.7% |
| Participation rate | 65.0% | 63.7%+1.3pp | 55.0%+10.0pp | 80.1%-15.1pp |
| Annual return | 14.52% | 619.81%-605.3pp | 528.60%-514.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,849 | $1,202+137.0% | $932+205.7% | $4,299-33.7% |
| Participant deferral / active EE | $2,276 | $2,364-3.7% | $1,826+24.7% | $6,507-65.0% |
| Admin fee / account holder | $504 | $2,852-82.3% | $2,491-79.8% | $12,624-96.0% |