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 | $79,756 | $85,202-6.4% | $172,739-53.8% | $72,985+9.3% |
| Participation rate | 55.2% | 70.1%-14.9pp | 82.6%-27.5pp | 69.5%-14.3pp |
| Annual return | 16.56% | 27.32%-10.8pp | 802.84%-786.3pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,300 | $3,324-60.9% | $5,143-74.7% | $2,440-46.7% |
| Participant deferral / active EE | $2,661 | $3,260-18.4% | $5,198-48.8% | $3,607-26.2% |
| Admin fee / account holder | $1,052 | $5,884-82.1% | $13,954-92.5% | $5,124-79.5% |