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 | $113,098 | $96,305+17.4% | $80,569+40.4% | $139,434-18.9% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 24.59% | 1350.08%-1325.5pp | 935.43%-910.8pp | 372.94%-348.4pp |
| Employer contribution / active EE | $656 | $3,262-79.9% | $2,723-75.9% | $4,751-86.2% |
| Participant deferral / active EE | $4,000 | $5,232-23.6% | $4,447-10.1% | $6,710-40.4% |
| Admin fee / account holder | $493 | $6,599-92.5% | $5,377-90.8% | $11,403-95.7% |