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 | $38,261 | $57,281-33.2% | $86,612-55.8% | $75,163-49.1% |
| Participation rate | 64.8% | 63.2%+1.6pp | 71.7%-6.9pp | 67.2%-2.4pp |
| Annual return | 21.52% | 2670.75%-2649.2pp | 591.07%-569.5pp | 160.62%-139.1pp |
| Employer contribution / active EE | $496 | $2,314-78.6% | $3,022-83.6% | $2,670-81.4% |
| Participant deferral / active EE | $1,990 | $3,318-40.0% | $4,438-55.1% | $4,125-51.7% |
| Admin fee / account holder | $1,434 | $4,112-65.1% | $5,614-74.5% | $5,651-74.6% |