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 | $81,034 | $96,635-16.1% | $86,612-6.4% | $139,434-41.9% |
| Participation rate | 52.2% | 74.4%-22.2pp | 71.7%-19.5pp | 80.3%-28.1pp |
| Annual return | 18.72% | 106.41%-87.7pp | 591.07%-572.4pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,411 | $3,263-56.8% | $3,022-53.3% | $4,751-70.3% |
| Participant deferral / active EE | $2,837 | $4,836-41.3% | $4,438-36.1% | $6,710-57.7% |
| Admin fee / account holder | $9,190 | $6,408+43.4% | $5,614+63.7% | $11,403-19.4% |