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 | $136,040 | $80,812+68.3% | $160,784-15.4% | $82,448+65.0% |
| Participation rate | 64.0% | 66.2%-2.2pp | 77.0%-13.0pp | 68.1%-4.1pp |
| Annual return | 18.04% | 100.59%-82.5pp | 1803.92%-1785.9pp | 41.64%-23.6pp |
| Employer contribution / active EE | $575 | $2,174-73.5% | $3,733-84.6% | $2,551-77.5% |
| Participant deferral / active EE | $4,249 | $4,335-2.0% | $6,293-32.5% | $4,139+2.7% |
| Admin fee / account holder | $14,313 | $7,695+86.0% | $9,717+47.3% | $7,234+97.8% |