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 | $68,460 | $34,934+96.0% | $56,411+21.4% | $74,495-8.1% |
| Participation rate | 35.4% | 32.8%+2.6pp | 52.5%-17.1pp | 67.2%-31.8pp |
| Annual return | 14.77% | 25.94%-11.2pp | 1701.33%-1686.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $984 | $609+61.6% | $1,039-5.2% | $2,623-62.5% |
| Participant deferral / active EE | $1,953 | $1,170+66.9% | $1,952+0.1% | $4,346-55.1% |
| Admin fee / account holder | $1,288 | $2,364-45.5% | $2,829-54.5% | $1,942-33.7% |