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 | $74,455 | $39,019+90.8% | $80,716-7.8% | $85,850-13.3% |
| Participation rate | 31.9% | 41.5%-9.6pp | 54.2%-22.3pp | 69.3%-37.4pp |
| Annual return | 17.57% | 26.27%-8.7pp | 87.28%-69.7pp | 318.53%-301.0pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,645 | $1,326+99.5% | $2,146+23.3% | $3,952-33.1% |
| Admin fee / account holder | $6,828 | $2,431+180.9% | $3,380+102.0% | $6,260+9.1% |