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 | $91,239 | $102,317-10.8% | $146,958-37.9% | $80,856+12.8% |
| Participation rate | 48.3% | 75.8%-27.6pp | 82.2%-33.9pp | 67.6%-19.4pp |
| Annual return | 16.89% | 134.76%-117.9pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,494 | $3,713-59.8% | $4,933-69.7% | $2,755-45.8% |
| Participant deferral / active EE | $3,402 | $6,644-48.8% | $8,070-57.8% | $4,296-20.8% |
| Admin fee / account holder | $4,623 | $7,941-41.8% | $12,998-64.4% | $6,918-33.2% |