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 | $85,094 | $60,124+41.5% | $90,404-5.9% | $79,858+6.6% |
| Participation rate | 51.3% | 65.0%-13.7pp | 72.7%-21.4pp | 69.6%-18.4pp |
| Annual return | 27.06% | 71.94%-44.9pp | 1293.02%-1266.0pp | 31.71%-4.7pp |
| Employer contribution / active EE | $207 | $2,068-90.0% | $3,262-93.7% | $2,471-91.6% |
| Participant deferral / active EE | $2,034 | $2,938-30.8% | $3,963-48.7% | $3,740-45.6% |
| Admin fee / account holder | $3,112 | $3,976-21.7% | $5,611-44.5% | $5,306-41.4% |