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 | $43,858 | $81,625-46.3% | $58,482-25.0% | $139,434-68.5% |
| Participation rate | 65.2% | 61.3%+3.9pp | 50.9%+14.4pp | 80.3%-15.1pp |
| Annual return | 17.72% | 7404.20%-7386.5pp | 4239.32%-4221.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,015 | $1,398-27.4% | $1,053-3.6% | $4,751-78.6% |
| Participant deferral / active EE | $1,784 | $2,557-30.2% | $1,924-7.3% | $6,710-73.4% |
| Admin fee / account holder | $695 | $3,265-78.7% | $2,516-72.4% | $11,403-93.9% |