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 | $44,139 | $27,915+58.1% | $58,482-24.5% | $75,163-41.3% |
| Participation rate | 57.1% | 38.8%+18.3pp | 50.9%+6.3pp | 67.2%-10.0pp |
| Annual return | 19.14% | 44.20%-25.1pp | 4239.32%-4220.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $713 | $669+6.6% | $1,053-32.3% | $2,670-73.3% |
| Participant deferral / active EE | $2,175 | $1,201+81.1% | $1,924+13.1% | $4,125-47.3% |
| Admin fee / account holder | $640 | $1,726-62.9% | $2,516-74.6% | $5,651-88.7% |