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 | $82,137 | $102,317-19.7% | $146,958-44.1% | $80,856+1.6% |
| Participation rate | 42.9% | 75.8%-33.0pp | 82.2%-39.3pp | 67.6%-24.8pp |
| Annual return | 13.82% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,295 | $3,713-65.1% | $4,933-73.7% | $2,755-53.0% |
| Participant deferral / active EE | $3,330 | $6,644-49.9% | $8,070-58.7% | $4,296-22.5% |
| Admin fee / account holder | $969 | $7,941-87.8% | $12,998-92.5% | $6,918-86.0% |