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 | $127,983 | $83,902+52.5% | $167,512-23.6% | $84,808+50.9% |
| Participation rate | 45.2% | 66.5%-21.2pp | 77.1%-31.8pp | 68.3%-23.1pp |
| Annual return | 15.64% | 91.55%-75.9pp | 1615.79%-1600.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,705 | $2,264-24.7% | $3,882-56.1% | $2,631-35.2% |
| Participant deferral / active EE | $3,457 | $4,442-22.2% | $6,405-46.0% | $4,212-17.9% |
| Admin fee / account holder | $488 | $7,915-93.8% | $9,769-95.0% | $7,344-93.4% |