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 | $92,082 | $29,667+210.4% | $56,441+63.1% | $80,874+13.9% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 12.49% | 35.22%-22.7pp | 1704.21%-1691.7pp | 35.62%-23.1pp |
| Employer contribution / active EE | $524 | $669-21.8% | $1,039-49.6% | $2,756-81.0% |
| Participant deferral / active EE | $2,859 | $1,227+133.1% | $1,953+46.4% | $4,297-33.5% |
| Admin fee / account holder | $413 | $2,429-83.0% | $2,829-85.4% | $6,935-94.0% |