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 | $66,660 | $65,561+1.7% | $86,188-22.7% | $75,163-11.3% |
| Participation rate | 63.2% | 60.5%+2.7pp | 69.0%-5.8pp | 67.2%-4.0pp |
| Annual return | 22.26% | 46.05%-23.8pp | 1168.45%-1146.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,400 | $1,553+54.6% | $2,380+0.8% | $2,670-10.1% |
| Participant deferral / active EE | $4,242 | $3,024+40.3% | $3,985+6.4% | $4,125+2.8% |
| Admin fee / account holder | $1,088 | $5,474-80.1% | $6,852-84.1% | $5,651-80.7% |