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 | $65,075 | $85,202-23.6% | $172,739-62.3% | $72,985-10.8% |
| Participation rate | 40.7% | 70.1%-29.3pp | 82.6%-41.9pp | 69.5%-28.7pp |
| Annual return | 22.47% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,008 | $3,324-69.7% | $5,143-80.4% | $2,440-58.7% |
| Participant deferral / active EE | $1,578 | $3,260-51.6% | $5,198-69.6% | $3,607-56.3% |
| Admin fee / account holder | $6,821 | $5,884+15.9% | $13,954-51.1% | $5,124+33.1% |