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 | $58,468 | $29,319+99.4% | $52,425+11.5% | $82,448-29.1% |
| Participation rate | 16.0% | 46.9%-30.8pp | 55.6%-39.6pp | 68.1%-52.0pp |
| Annual return | 26.04% | 535.20%-509.2pp | 302.12%-276.1pp | 41.64%-15.6pp |
| Employer contribution / active EE | $363 | $586-38.0% | $914-60.2% | $2,551-85.8% |
| Participant deferral / active EE | $766 | $1,171-34.6% | $1,790-57.2% | $4,139-81.5% |
| Admin fee / account holder | $4,248 | $1,962+116.5% | $2,495+70.3% | $7,234-41.3% |