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 | $83,646 | $29,660+182.0% | $56,411+48.3% | $80,856+3.4% |
| Participation rate | 58.3% | 41.6%+16.7pp | 52.5%+5.9pp | 67.6%-9.3pp |
| Annual return | 16.07% | 35.23%-19.2pp | 1701.33%-1685.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $288 | $669-57.0% | $1,039-72.3% | $2,755-89.5% |
| Participant deferral / active EE | $833 | $1,226-32.1% | $1,952-57.3% | $4,296-80.6% |
| Admin fee / account holder | $1,078 | $2,428-55.6% | $2,829-61.9% | $6,918-84.4% |