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 | $105,208 | $45,566+130.9% | $64,105+64.1% | $59,632+76.4% |
| Participation rate | 62.9% | 60.2%+2.7pp | 68.2%-5.3pp | 68.7%-5.8pp |
| Annual return | 1.15% | 4.95%-3.8pp | 791.24%-790.1pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $596 | $934-36.2% | $1,820-67.2% | $2,203-72.9% |
| Participant deferral / active EE | $2,840 | $2,057+38.1% | $2,822+0.6% | $3,192-11.0% |
| Admin fee / account holder | $24,832 | $3,268+660.0% | $4,499+451.9% | $4,297+477.9% |