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 | $43,347 | $34,934+24.1% | $56,411-23.2% | $74,495-41.8% |
| Participation rate | 31.6% | 32.8%-1.2pp | 52.5%-20.8pp | 67.2%-35.6pp |
| Annual return | 16.47% | 25.94%-9.5pp | 1701.33%-1684.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,070 | $1,170-8.6% | $1,952-45.2% | $4,346-75.4% |
| Admin fee / account holder | $1,670 | $2,364-29.3% | $2,829-41.0% | $1,942-14.0% |