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 | $94,345 | $95,416-1.1% | $185,823-49.2% | $85,850+9.9% |
| Participation rate | 57.1% | 68.8%-11.6pp | 81.7%-24.6pp | 69.3%-12.2pp |
| Annual return | 15.74% | 23.59%-7.8pp | 122.05%-106.3pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,919 | $3,314-42.1% | $5,167-62.9% | $2,565-25.2% |
| Participant deferral / active EE | $5,094 | $3,423+48.8% | $5,568-8.5% | $3,952+28.9% |
| Admin fee / account holder | $2,089 | $7,213-71.0% | $16,237-87.1% | $6,260-66.6% |