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 | $76,523 | $102,317-25.2% | $146,958-47.9% | $80,856-5.4% |
| Participation rate | 51.5% | 75.8%-24.3pp | 82.2%-30.6pp | 67.6%-16.1pp |
| Annual return | 13.94% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,220 | $3,713-40.2% | $4,933-55.0% | $2,755-19.4% |
| Participant deferral / active EE | $4,405 | $6,644-33.7% | $8,070-45.4% | $4,296+2.5% |
| Admin fee / account holder | $11,689 | $7,941+47.2% | $12,998-10.1% | $6,918+69.0% |