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 | $30,400+92.3% | $53,898+8.5% | $84,808-31.1% |
| Participation rate | 16.0% | 46.4%-30.4pp | 55.0%-38.9pp | 68.3%-52.3pp |
| Annual return | 26.04% | 500.19%-474.2pp | 528.60%-502.6pp | 40.90%-14.9pp |
| Employer contribution / active EE | $363 | $603-39.7% | $932-61.0% | $2,631-86.2% |
| Participant deferral / active EE | $766 | $1,199-36.1% | $1,826-58.1% | $4,212-81.8% |
| Admin fee / account holder | $4,248 | $1,993+113.1% | $2,491+70.5% | $7,344-42.2% |