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 | $118,088 | $70,756+66.9% | $65,493+80.3% | $142,382-17.1% |
| Participation rate | 47.8% | 77.4%-29.6pp | 73.1%-25.3pp | 80.1%-32.3pp |
| Annual return | 16.39% | 1754.89%-1738.5pp | 982.45%-966.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $825 | $2,881-71.4% | $2,574-68.0% | $4,299-80.8% |
| Participant deferral / active EE | $1,895 | $4,637-59.1% | $3,961-52.2% | $6,507-70.9% |
| Admin fee / account holder | $848 | $6,559-87.1% | $5,028-83.1% | $12,624-93.3% |