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 | $84,159 | $58,927+42.8% | $76,817+9.6% | $72,985+15.3% |
| Participation rate | 61.7% | 67.3%-5.6pp | 72.1%-10.4pp | 69.5%-7.8pp |
| Annual return | 16.88% | 2305.64%-2288.8pp | 1166.11%-1149.2pp | 81.00%-64.1pp |
| Employer contribution / active EE | $659 | $1,787-63.1% | $2,302-71.4% | $2,440-73.0% |
| Participant deferral / active EE | $3,154 | $2,690+17.2% | $3,336-5.4% | $3,607-12.6% |
| Admin fee / account holder | $696 | $4,013-82.6% | $6,420-89.2% | $5,124-86.4% |