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 | $90,928 | $85,202+6.7% | $172,739-47.4% | $72,985+24.6% |
| Participation rate | 50.9% | 70.1%-19.2pp | 82.6%-31.8pp | 69.5%-18.6pp |
| Annual return | 22.43% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,025 | $3,324-39.1% | $5,143-60.6% | $2,440-17.0% |
| Participant deferral / active EE | $1,441 | $3,260-55.8% | $5,198-72.3% | $3,607-60.0% |
| Admin fee / account holder | $1,027 | $5,884-82.5% | $13,954-92.6% | $5,124-80.0% |