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 | $84,919 | $49,915+70.1% | $154,803-45.1% | $74,304+14.3% |
| Participation rate | 23.2% | 54.0%-30.8pp | 78.1%-54.9pp | 60.3%-37.2pp |
| Annual return | 32799.49% | 34.06%+32765.4pp | 58.88%+32740.6pp | 29.43%+32770.1pp |
| Employer contribution / active EE | $392 | $1,611-75.7% | $4,305-90.9% | $2,241-82.5% |
| Participant deferral / active EE | $1,045 | $2,255-53.7% | $5,540-81.1% | $3,767-72.3% |
| Admin fee / account holder | $9,927 | $2,189+353.5% | $14,329-30.7% | $2,969+234.4% |