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 | $68,196 | $27,915+144.3% | $58,482+16.6% | $75,163-9.3% |
| Participation rate | 52.4% | 38.8%+13.5pp | 50.9%+1.5pp | 67.2%-14.8pp |
| Annual return | 15.26% | 44.20%-28.9pp | 4239.32%-4224.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $883 | $669+32.0% | $1,053-16.1% | $2,670-66.9% |
| Participant deferral / active EE | $1,859 | $1,201+54.7% | $1,924-3.4% | $4,125-54.9% |
| Admin fee / account holder | $13,065 | $1,726+657.1% | $2,516+419.3% | $5,651+131.2% |