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 | $85,589 | $30,400+181.5% | $53,898+58.8% | $84,808+0.9% |
| Participation rate | 16.2% | 46.4%-30.2pp | 55.0%-38.7pp | 68.3%-52.1pp |
| Annual return | 16.93% | 500.19%-483.3pp | 528.60%-511.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $772 | $1,199-35.6% | $1,826-57.7% | $4,212-81.7% |
| Admin fee / account holder | $3,461 | $1,993+73.6% | $2,491+38.9% | $7,344-52.9% |