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 | $102,395 | $91,190+12.3% | $178,490-42.6% | $79,858+28.2% |
| Participation rate | 48.5% | 69.2%-20.7pp | 81.9%-33.4pp | 69.6%-21.1pp |
| Annual return | 23.45% | 24.19%-0.7pp | 151.07%-127.6pp | 31.71%-8.3pp |
| Employer contribution / active EE | $1,924 | $3,256-40.9% | $5,011-61.6% | $2,471-22.1% |
| Participant deferral / active EE | $2,672 | $3,236-17.4% | $5,202-48.6% | $3,740-28.6% |
| Admin fee / account holder | $13,492 | $6,751+99.9% | $13,984-3.5% | $5,306+154.3% |