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 | $39,337 | $102,317-61.6% | $146,958-73.2% | $80,856-51.3% |
| Participation rate | 66.0% | 75.8%-9.8pp | 82.2%-16.2pp | 67.6%-1.6pp |
| Annual return | 15.43% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,881 | $3,713-22.4% | $4,933-41.6% | $2,755+4.6% |
| Participant deferral / active EE | $6,322 | $6,644-4.8% | $8,070-21.7% | $4,296+47.2% |
| Admin fee / account holder | $15,760 | $7,941+98.5% | $12,998+21.3% | $6,918+127.8% |