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 | $54,714 | $34,934+56.6% | $56,411-3.0% | $74,495-26.6% |
| Participation rate | 39.0% | 32.8%+6.2pp | 52.5%-13.4pp | 67.2%-28.2pp |
| Annual return | 13.86% | 25.94%-12.1pp | 1701.33%-1687.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $227 | $609-62.8% | $1,039-78.2% | $2,623-91.4% |
| Participant deferral / active EE | $1,875 | $1,170+60.2% | $1,952-3.9% | $4,346-56.8% |
| Admin fee / account holder | $2,596 | $2,364+9.8% | $2,829-8.2% | $1,942+33.7% |