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 | $82,466 | $88,083-6.4% | $164,813-50.0% | $74,495+10.7% |
| Participation rate | 41.9% | 73.0%-31.1pp | 78.6%-36.7pp | 67.2%-25.3pp |
| Annual return | 14.57% | 17.26%-2.7pp | 69.93%-55.4pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $786 | $2,593-69.7% | $4,341-81.9% | $2,623-70.0% |
| Participant deferral / active EE | $2,331 | $4,498-48.2% | $6,031-61.3% | $4,346-46.4% |
| Admin fee / account holder | $9,202 | $2,234+312.0% | $12,690-27.5% | $1,942+373.9% |