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 | $90,195 | $96,635-6.7% | $86,612+4.1% | $139,434-35.3% |
| Participation rate | 52.6% | 74.4%-21.8pp | 71.7%-19.1pp | 80.3%-27.7pp |
| Annual return | 14.85% | 106.41%-91.6pp | 591.07%-576.2pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,478 | $3,263-54.7% | $3,022-51.1% | $4,751-68.9% |
| Participant deferral / active EE | $4,496 | $4,836-7.0% | $4,438+1.3% | $6,710-33.0% |
| Admin fee / account holder | $981 | $6,408-84.7% | $5,614-82.5% | $11,403-91.4% |