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 | $51,236 | $27,915+83.5% | $58,482-12.4% | $75,163-31.8% |
| Participation rate | 63.2% | 38.8%+24.3pp | 50.9%+12.3pp | 67.2%-4.0pp |
| Annual return | 16.11% | 44.20%-28.1pp | 4239.32%-4223.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,868 | $669+179.2% | $1,053+77.4% | $2,670-30.0% |
| Participant deferral / active EE | $3,605 | $1,201+200.1% | $1,924+87.4% | $4,125-12.6% |
| Admin fee / account holder | $4,859 | $1,726+181.5% | $2,516+93.1% | $5,651-14.0% |