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 | $67,797 | $51,576+31.5% | $129,207-47.5% | $80,856-16.2% |
| Participation rate | 38.1% | 57.0%-18.9pp | 69.6%-31.5pp | 67.6%-29.5pp |
| Annual return | 17.14% | 20.81%-3.7pp | 9417.33%-9400.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $766 | $1,584-51.6% | $4,153-81.6% | $2,755-72.2% |
| Participant deferral / active EE | $1,657 | $2,669-37.9% | $4,168-60.2% | $4,296-61.4% |
| Admin fee / account holder | $15,857 | $4,305+268.3% | $7,715+105.5% | $6,918+129.2% |