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 | $180,778 | $75,828+138.4% | $147,614+22.5% | $59,632+203.2% |
| Participation rate | 20.7% | 71.6%-50.9pp | 84.6%-63.9pp | 68.7%-48.0pp |
| Annual return | 0.24% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $809 | $3,485-76.8% | $5,564-85.5% | $2,203-63.3% |
| Participant deferral / active EE | $1,506 | $3,130-51.9% | $4,895-69.2% | $3,192-52.8% |
| Admin fee / account holder | $4,731 | $5,985-21.0% | $11,611-59.3% | $4,297+10.1% |