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 | $90,539 | $85,202+6.3% | $172,739-47.6% | $72,985+24.1% |
| Participation rate | 21.7% | 70.1%-48.3pp | 82.6%-60.9pp | 69.5%-47.7pp |
| Annual return | 22.72% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,037 | $3,324-68.8% | $5,143-79.8% | $2,440-57.5% |
| Participant deferral / active EE | $1,113 | $3,260-65.8% | $5,198-78.6% | $3,607-69.1% |
| Admin fee / account holder | $11,012 | $5,884+87.2% | $13,954-21.1% | $5,124+114.9% |