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 | $83,770 | $102,317-18.1% | $146,958-43.0% | $80,856+3.6% |
| Participation rate | 53.6% | 75.8%-22.3pp | 82.2%-28.6pp | 67.6%-14.1pp |
| Annual return | 22.42% | 134.76%-112.3pp | 418.34%-395.9pp | 35.59%-13.2pp |
| Employer contribution / active EE | $2,876 | $3,713-22.5% | $4,933-41.7% | $2,755+4.4% |
| Participant deferral / active EE | $6,814 | $6,644+2.6% | $8,070-15.6% | $4,296+58.6% |
| Admin fee / account holder | $1,953 | $7,941-75.4% | $12,998-85.0% | $6,918-71.8% |