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 | $76,194 | $102,604-25.7% | $86,188-11.6% | $139,434-45.4% |
| Participation rate | 61.5% | 74.5%-13.0pp | 69.0%-7.4pp | 80.3%-18.8pp |
| Annual return | 15.05% | 1922.51%-1907.5pp | 1168.45%-1153.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $640 | $3,032-78.9% | $2,380-73.1% | $4,751-86.5% |
| Participant deferral / active EE | $1,379 | $4,676-70.5% | $3,985-65.4% | $6,710-79.4% |
| Admin fee / account holder | $7,297 | $8,657-15.7% | $6,852+6.5% | $11,403-36.0% |