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 | $44,146 | $60,124-26.6% | $90,404-51.2% | $79,858-44.7% |
| Participation rate | 43.6% | 65.0%-21.4pp | 72.7%-29.1pp | 69.6%-26.0pp |
| Annual return | 15.99% | 71.94%-56.0pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $718 | $2,068-65.3% | $3,262-78.0% | $2,471-70.9% |
| Participant deferral / active EE | $3,374 | $2,938+14.8% | $3,963-14.9% | $3,740-9.8% |
| Admin fee / account holder | $6,130 | $3,976+54.1% | $5,611+9.2% | $5,306+15.5% |