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 | $61,726 | $53,162+16.1% | $91,220-32.3% | $68,494-9.9% |
| Participation rate | 69.2% | 63.2%+6.0pp | 73.2%-4.0pp | 67.9%+1.3pp |
| Annual return | 291.87% | -3.14%+295.0pp | 114.01%+177.9pp | -7.84%+299.7pp |
| Employer contribution / active EE | $585 | $1,709-65.7% | $2,850-79.5% | $2,596-77.4% |
| Participant deferral / active EE | $3,676 | $2,974+23.6% | $4,234-13.2% | $4,027-8.7% |
| Admin fee / account holder | $1,069 | $4,493-76.2% | $5,420-80.3% | $5,403-80.2% |