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 | $84,432 | $85,202-0.9% | $172,739-51.1% | $72,985+15.7% |
| Participation rate | 51.4% | 70.1%-18.7pp | 82.6%-31.3pp | 69.5%-18.1pp |
| Annual return | 24.72% | 27.32%-2.6pp | 802.84%-778.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,523 | $3,324-54.2% | $5,143-70.4% | $2,440-37.6% |
| Participant deferral / active EE | $3,099 | $3,260-5.0% | $5,198-40.4% | $3,607-14.1% |
| Admin fee / account holder | $899 | $5,884-84.7% | $13,954-93.6% | $5,124-82.5% |