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 | $85,919 | $54,701+57.1% | $86,188-0.3% | $71,457+20.2% |
| Participation rate | 26.5% | 60.1%-33.6pp | 69.0%-42.5pp | 67.9%-41.4pp |
| Annual return | 14.24% | 20.06%-5.8pp | 1168.45%-1154.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $606 | $1,265-52.1% | $2,380-74.5% | $2,588-76.6% |
| Participant deferral / active EE | $1,953 | $3,108-37.2% | $3,985-51.0% | $4,289-54.5% |
| Admin fee / account holder | $4,522 | $1,922+135.3% | $6,852-34.0% | $1,587+184.9% |