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 | $101,566 | $83,902+21.1% | $167,512-39.4% | $84,808+19.8% |
| Participation rate | 52.3% | 66.5%-14.2pp | 77.1%-24.8pp | 68.3%-16.0pp |
| Annual return | 16.55% | 91.55%-75.0pp | 1615.79%-1599.2pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,788 | $2,264+23.1% | $3,882-28.2% | $2,631+6.0% |
| Participant deferral / active EE | $3,240 | $4,442-27.1% | $6,405-49.4% | $4,212-23.1% |
| Admin fee / account holder | $3,964 | $7,915-49.9% | $9,769-59.4% | $7,344-46.0% |