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 | $48,070 | $27,915+72.2% | $58,482-17.8% | $75,163-36.0% |
| Participation rate | 40.8% | 38.8%+2.0pp | 50.9%-10.0pp | 67.2%-26.3pp |
| Annual return | 15.34% | 44.20%-28.9pp | 4239.32%-4224.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,288 | $669+92.5% | $1,053+22.3% | $2,670-51.8% |
| Participant deferral / active EE | $1,915 | $1,201+59.5% | $1,924-0.4% | $4,125-53.6% |
| Admin fee / account holder | $4,635 | $1,726+168.6% | $2,516+84.2% | $5,651-18.0% |