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 | $65,087 | $65,561-0.7% | $86,188-24.5% | $75,163-13.4% |
| Participation rate | 51.2% | 60.5%-9.3pp | 69.0%-17.7pp | 67.2%-16.0pp |
| Annual return | 20.69% | 46.05%-25.4pp | 1168.45%-1147.8pp | 160.62%-139.9pp |
| Employer contribution / active EE | $738 | $1,553-52.5% | $2,380-69.0% | $2,670-72.4% |
| Participant deferral / active EE | $5,579 | $3,024+84.5% | $3,985+40.0% | $4,125+35.3% |
| Admin fee / account holder | $1,587 | $5,474-71.0% | $6,852-76.8% | $5,651-71.9% |