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 | $68,495 | $51,576+32.8% | $129,207-47.0% | $80,856-15.3% |
| Participation rate | 38.8% | 57.0%-18.2pp | 69.6%-30.8pp | 67.6%-28.9pp |
| Annual return | 16.17% | 20.81%-4.6pp | 9417.33%-9401.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $972 | $1,584-38.6% | $4,153-76.6% | $2,755-64.7% |
| Participant deferral / active EE | $1,679 | $2,669-37.1% | $4,168-59.7% | $4,296-60.9% |
| Admin fee / account holder | $8,404 | $4,305+95.2% | $7,715+8.9% | $6,918+21.5% |