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 | $76,220 | $102,317-25.5% | $146,958-48.1% | $80,856-5.7% |
| Participation rate | 51.6% | 75.8%-24.2pp | 82.2%-30.5pp | 67.6%-16.0pp |
| Annual return | 14.24% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,992 | $3,713-46.4% | $4,933-59.6% | $2,755-27.7% |
| Participant deferral / active EE | $4,190 | $6,644-36.9% | $8,070-48.1% | $4,296-2.5% |
| Admin fee / account holder | $12,271 | $7,941+54.5% | $12,998-5.6% | $6,918+77.4% |