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 | $75,037 | $34,932+114.8% | $56,441+32.9% | $74,546+0.7% |
| Participation rate | 19.3% | 32.9%-13.6pp | 52.5%-33.2pp | 67.2%-47.9pp |
| Annual return | 15.80% | 24.90%-9.1pp | 1704.21%-1688.4pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $369 | $608-39.3% | $1,039-64.4% | $2,624-85.9% |
| Participant deferral / active EE | $804 | $1,173-31.5% | $1,953-58.8% | $4,347-81.5% |
| Admin fee / account holder | $1,066 | $2,359-54.8% | $2,829-62.3% | $1,944-45.2% |