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 | $59,133 | $27,915+111.8% | $58,482+1.1% | $75,163-21.3% |
| Participation rate | 5.4% | 38.8%-33.4pp | 50.9%-45.4pp | 67.2%-61.8pp |
| Annual return | 19.93% | 44.20%-24.3pp | 4239.32%-4219.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $96 | $669-85.7% | $1,053-90.9% | $2,670-96.4% |
| Participant deferral / active EE | $432 | $1,201-64.0% | $1,924-77.5% | $4,125-89.5% |
| Admin fee / account holder | $949 | $1,726-45.0% | $2,516-62.3% | $5,651-83.2% |