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 | $87,334 | $48,570+79.8% | $130,648-33.2% | $72,985+19.7% |
| Participation rate | 44.9% | 58.6%-13.7pp | 71.7%-26.8pp | 69.5%-24.6pp |
| Annual return | 19.86% | 38.63%-18.8pp | 1708.96%-1689.1pp | 81.00%-61.1pp |
| Employer contribution / active EE | $432 | $1,334-67.6% | $4,092-89.4% | $2,440-82.3% |
| Participant deferral / active EE | $1,737 | $2,384-27.1% | $3,603-51.8% | $3,607-51.8% |
| Admin fee / account holder | $1,731 | $3,549-51.2% | $5,464-68.3% | $5,124-66.2% |