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 | $85,476 | $88,083-3.0% | $164,813-48.1% | $74,495+14.7% |
| Participation rate | 31.2% | 73.0%-41.9pp | 78.6%-47.4pp | 67.2%-36.0pp |
| Annual return | 14.77% | 17.26%-2.5pp | 69.93%-55.2pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,471 | $2,593-43.3% | $4,341-66.1% | $2,623-43.9% |
| Participant deferral / active EE | $2,705 | $4,498-39.9% | $6,031-55.2% | $4,346-37.8% |
| Admin fee / account holder | $8,513 | $2,234+281.1% | $12,690-32.9% | $1,942+338.4% |