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 | $105,498 | $102,382+3.0% | $147,005-28.2% | $80,874+30.4% |
| Participation rate | 50.8% | 75.8%-25.0pp | 82.2%-31.3pp | 67.6%-16.8pp |
| Annual return | 13.65% | 134.89%-121.2pp | 418.76%-405.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,593 | $3,715-57.1% | $4,934-67.7% | $2,756-42.2% |
| Participant deferral / active EE | $3,907 | $6,646-41.2% | $8,070-51.6% | $4,297-9.1% |
| Admin fee / account holder | $27,488 | $7,942+246.1% | $13,006+111.3% | $6,935+296.4% |