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 | $59,254 | $34,934+69.6% | $56,411+5.0% | $74,495-20.5% |
| Participation rate | 34.3% | 32.8%+1.4pp | 52.5%-18.2pp | 67.2%-32.9pp |
| Annual return | 14.49% | 25.94%-11.4pp | 1701.33%-1686.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $667 | $609+9.5% | $1,039-35.8% | $2,623-74.6% |
| Participant deferral / active EE | $1,524 | $1,170+30.2% | $1,952-21.9% | $4,346-64.9% |
| Admin fee / account holder | $935 | $2,364-60.4% | $2,829-66.9% | $1,942-51.8% |