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 | $63,181 | $102,382-38.3% | $147,005-57.0% | $80,874-21.9% |
| Participation rate | 39.7% | 75.8%-36.2pp | 82.2%-42.5pp | 67.6%-28.0pp |
| Annual return | 15.21% | 134.89%-119.7pp | 418.76%-403.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $1,113 | $3,715-70.0% | $4,934-77.5% | $2,756-59.6% |
| Participant deferral / active EE | $2,901 | $6,646-56.4% | $8,070-64.1% | $4,297-32.5% |
| Admin fee / account holder | $17,366 | $7,942+118.7% | $13,006+33.5% | $6,935+150.4% |