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 | $34,932+24.1% | $56,441-23.2% | $74,546-41.9% |
| Participation rate | 31.6% | 32.9%-1.2pp | 52.5%-20.9pp | 67.2%-35.6pp |
| Annual return | 16.47% | 24.90%-8.4pp | 1704.21%-1687.7pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,070 | $1,173-8.8% | $1,953-45.2% | $4,347-75.4% |
| Admin fee / account holder | $1,670 | $2,359-29.2% | $2,829-41.0% | $1,944-14.1% |