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 | $58,310 | $27,915+108.9% | $58,482-0.3% | $75,163-22.4% |
| Participation rate | 28.2% | 38.8%-10.6pp | 50.9%-22.7pp | 67.2%-39.0pp |
| Annual return | 18.48% | 44.20%-25.7pp | 4239.32%-4220.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $118 | $669-82.4% | $1,053-88.8% | $2,670-95.6% |
| Participant deferral / active EE | $998 | $1,201-16.9% | $1,924-48.1% | $4,125-75.8% |
| Admin fee / account holder | $7,611 | $1,726+341.1% | $2,516+202.5% | $5,651+34.7% |