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 | $70,039 | $59,417+17.9% | $93,606-25.2% | $74,495-6.0% |
| Participation rate | 45.2% | 59.7%-14.4pp | 68.7%-23.5pp | 67.2%-22.0pp |
| Annual return | 14.22% | 81.83%-67.6pp | 133.20%-119.0pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $730 | $1,264-42.2% | $2,420-69.8% | $2,623-72.2% |
| Participant deferral / active EE | $1,833 | $3,050-39.9% | $4,411-58.5% | $4,346-57.8% |
| Admin fee / account holder | $7,527 | $3,021+149.1% | $8,285-9.2% | $1,942+287.6% |