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 | $50,982 | $34,934+45.9% | $56,411-9.6% | $74,495-31.6% |
| Participation rate | 27.9% | 32.8%-4.9pp | 52.5%-24.5pp | 67.2%-39.3pp |
| Annual return | 0.00% | 25.94%-25.9pp | 1701.33%-1701.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $321 | $609-47.3% | $1,039-69.1% | $2,623-87.8% |
| Participant deferral / active EE | $696 | $1,170-40.6% | $1,952-64.4% | $4,346-84.0% |
| Admin fee / account holder | $400 | $2,364-83.1% | $2,829-85.9% | $1,942-79.4% |