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 | $80,105 | $98,750-18.9% | $149,696-46.5% | $79,858+0.3% |
| Participation rate | 48.5% | 75.8%-27.3pp | 82.5%-34.0pp | 69.6%-21.2pp |
| Annual return | 16.04% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $975 | $3,216-69.7% | $4,644-79.0% | $2,471-60.6% |
| Participant deferral / active EE | $3,330 | $5,680-41.4% | $6,842-51.3% | $3,740-11.0% |
| Admin fee / account holder | $2,077 | $6,053-65.7% | $9,309-77.7% | $5,306-60.9% |