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 | $98,309 | $83,902+17.2% | $167,512-41.3% | $84,808+15.9% |
| Participation rate | 60.0% | 66.5%-6.5pp | 77.1%-17.1pp | 68.3%-8.3pp |
| Annual return | 16.46% | 91.55%-75.1pp | 1615.79%-1599.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $580 | $2,264-74.4% | $3,882-85.0% | $2,631-77.9% |
| Participant deferral / active EE | $1,489 | $4,442-66.5% | $6,405-76.8% | $4,212-64.6% |
| Admin fee / account holder | $1,973 | $7,915-75.1% | $9,769-79.8% | $7,344-73.1% |