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 | $53,108 | $54,701-2.9% | $86,188-38.4% | $71,457-25.7% |
| Participation rate | 35.6% | 60.1%-24.5pp | 69.0%-33.4pp | 67.9%-32.3pp |
| Annual return | 19.38% | 20.06%-0.7pp | 1168.45%-1149.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,611 | $3,108-16.0% | $3,985-34.5% | $4,289-39.1% |
| Admin fee / account holder | $4,957 | $1,922+158.0% | $6,852-27.7% | $1,587+212.3% |