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 | $90,734 | $66,402+36.6% | $109,895-17.4% | $85,850+5.7% |
| Participation rate | 40.0% | 63.9%-23.9pp | 74.2%-34.2pp | 69.3%-29.3pp |
| Annual return | 12.72% | 19.59%-6.9pp | 29.45%-16.7pp | 318.53%-305.8pp |
| Employer contribution / active EE | $768 | $1,687-54.5% | $2,842-73.0% | $2,565-70.1% |
| Participant deferral / active EE | $1,704 | $2,842-40.1% | $4,048-57.9% | $3,952-56.9% |
| Admin fee / account holder | $1,262 | $4,557-72.3% | $6,066-79.2% | $6,260-79.8% |