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 | $84,652 | $55,415+52.8% | $155,509-45.6% | $74,495+13.6% |
| Participation rate | 43.0% | 61.9%-18.9pp | 78.2%-35.2pp | 67.2%-24.2pp |
| Annual return | 17.49% | 268.50%-251.0pp | 64.67%-47.2pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $1,282 | $2,267-43.4% | $4,672-72.6% | $2,623-51.1% |
| Participant deferral / active EE | $1,787 | $2,836-37.0% | $5,626-68.2% | $4,346-58.9% |
| Admin fee / account holder | $6,618 | $1,738+280.7% | $15,912-58.4% | $1,942+240.9% |