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 | $46,221 | $65,561-29.5% | $86,188-46.4% | $75,163-38.5% |
| Participation rate | 60.8% | 60.5%+0.3pp | 69.0%-8.2pp | 67.2%-6.4pp |
| Annual return | 29.28% | 46.05%-16.8pp | 1168.45%-1139.2pp | 160.62%-131.3pp |
| Employer contribution / active EE | $894 | $1,553-42.4% | $2,380-62.4% | $2,670-66.5% |
| Participant deferral / active EE | $3,717 | $3,024+22.9% | $3,985-6.7% | $4,125-9.9% |
| Admin fee / account holder | $1,911 | $5,474-65.1% | $6,852-72.1% | $5,651-66.2% |