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 | $67,225 | $65,561+2.5% | $86,188-22.0% | $75,163-10.6% |
| Participation rate | 57.6% | 60.5%-2.9pp | 69.0%-11.3pp | 67.2%-9.6pp |
| Annual return | 17.63% | 46.05%-28.4pp | 1168.45%-1150.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $606 | $1,553-61.0% | $2,380-74.6% | $2,670-77.3% |
| Participant deferral / active EE | $4,327 | $3,024+43.1% | $3,985+8.6% | $4,125+4.9% |
| Admin fee / account holder | $1,242 | $5,474-77.3% | $6,852-81.9% | $5,651-78.0% |