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 | $59,162 | $60,124-1.6% | $90,404-34.6% | $79,858-25.9% |
| Participation rate | 65.6% | 65.0%+0.6pp | 72.7%-7.1pp | 69.6%-4.0pp |
| Annual return | 10.40% | 71.94%-61.5pp | 1293.02%-1282.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $424 | $2,068-79.5% | $3,262-87.0% | $2,471-82.9% |
| Participant deferral / active EE | $3,338 | $2,938+13.6% | $3,963-15.8% | $3,740-10.8% |
| Admin fee / account holder | $4,201 | $3,976+5.7% | $5,611-25.1% | $5,306-20.8% |