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 | $83,902+62.1% | $167,512-18.8% | $84,808+60.4% |
| Participation rate | 64.0% | 66.5%-2.5pp | 77.1%-13.1pp | 68.3%-4.3pp |
| Annual return | 18.04% | 91.55%-73.5pp | 1615.79%-1597.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $575 | $2,264-74.6% | $3,882-85.2% | $2,631-78.1% |
| Participant deferral / active EE | $4,249 | $4,442-4.4% | $6,405-33.7% | $4,212+0.9% |
| Admin fee / account holder | $14,313 | $7,915+80.8% | $9,769+46.5% | $7,344+94.9% |