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 | $38,568 | $85,202-54.7% | $172,739-77.7% | $72,985-47.2% |
| Participation rate | 48.6% | 70.1%-21.5pp | 82.6%-34.1pp | 69.5%-20.9pp |
| Annual return | 46.43% | 27.32%+19.1pp | 802.84%-756.4pp | 81.00%-34.6pp |
| Employer contribution / active EE | $1,123 | $3,324-66.2% | $5,143-78.2% | $2,440-54.0% |
| Participant deferral / active EE | $2,094 | $3,260-35.8% | $5,198-59.7% | $3,607-41.9% |
| Admin fee / account holder | $8,423 | $5,884+43.2% | $13,954-39.6% | $5,124+64.4% |