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 | $84,151 | $57,281+46.9% | $86,612-2.8% | $75,163+12.0% |
| Participation rate | 55.3% | 63.2%-7.9pp | 71.7%-16.4pp | 67.2%-11.9pp |
| Annual return | 19.83% | 2670.75%-2650.9pp | 591.07%-571.2pp | 160.62%-140.8pp |
| Employer contribution / active EE | $475 | $2,314-79.5% | $3,022-84.3% | $2,670-82.2% |
| Participant deferral / active EE | $3,564 | $3,318+7.4% | $4,438-19.7% | $4,125-13.6% |
| Admin fee / account holder | $1,681 | $4,112-59.1% | $5,614-70.1% | $5,651-70.3% |