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 | $84,811 | $97,757-13.2% | $83,848+1.1% | $135,375-37.4% |
| Participation rate | 52.4% | 80.0%-27.6pp | 76.1%-23.8pp | 82.6%-30.3pp |
| Annual return | 1.75% | 1287.37%-1285.6pp | 850.88%-849.1pp | 519.73%-518.0pp |
| Employer contribution / active EE | $943 | $4,222-77.7% | $3,631-74.0% | $4,779-80.3% |
| Participant deferral / active EE | $1,903 | $4,682-59.4% | $4,082-53.4% | $5,609-66.1% |
| Admin fee / account holder | $11,365 | $6,674+70.3% | $5,478+107.5% | $10,827+5.0% |