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 | $30,313 | $29,660+2.2% | $56,411-46.3% | $80,856-62.5% |
| Participation rate | 40.0% | 41.6%-1.6pp | 52.5%-12.5pp | 67.6%-27.6pp |
| Annual return | 87.14% | 35.23%+51.9pp | 1701.33%-1614.2pp | 35.59%+51.5pp |
| Employer contribution / active EE | $231 | $669-65.5% | $1,039-77.8% | $2,755-91.6% |
| Participant deferral / active EE | $555 | $1,226-54.7% | $1,952-71.6% | $4,296-87.1% |
| Admin fee / account holder | $7,766 | $2,428+219.9% | $2,829+174.5% | $6,918+12.3% |