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 | $85,940 | $60,124+42.9% | $90,404-4.9% | $79,858+7.6% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 18.73% | 71.94%-53.2pp | 1293.02%-1274.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,005 | $2,068-51.4% | $3,262-69.2% | $2,471-59.3% |
| Participant deferral / active EE | $2,962 | $2,938+0.8% | $3,963-25.3% | $3,740-20.8% |
| Admin fee / account holder | $2,145 | $3,976-46.1% | $5,611-61.8% | $5,306-59.6% |