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 | $73,739 | $54,517+35.3% | $75,972-2.9% | $74,495-1.0% |
| Participation rate | 35.3% | 60.3%-25.0pp | 69.1%-33.7pp | 67.2%-31.9pp |
| Annual return | 11.09% | 31.82%-20.7pp | 359.55%-348.5pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,196 | $1,777-32.7% | $2,685-55.5% | $2,623-54.4% |
| Participant deferral / active EE | $2,268 | $3,066-26.0% | $4,255-46.7% | $4,346-47.8% |
| Admin fee / account holder | $5,855 | $2,229+162.7% | $6,467-9.5% | $1,942+201.5% |