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 | $97,591 | $102,604-4.9% | $86,188+13.2% | $139,434-30.0% |
| Participation rate | 46.7% | 74.5%-27.8pp | 69.0%-22.3pp | 80.3%-33.7pp |
| Annual return | 15.24% | 1922.51%-1907.3pp | 1168.45%-1153.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $754 | $3,032-75.1% | $2,380-68.3% | $4,751-84.1% |
| Participant deferral / active EE | $2,454 | $4,676-47.5% | $3,985-38.4% | $6,710-63.4% |
| Admin fee / account holder | $1,527 | $8,657-82.4% | $6,852-77.7% | $11,403-86.6% |