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 | $96,395 | $102,317-5.8% | $146,958-34.4% | $80,856+19.2% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.2%-20.9pp | 67.6%-6.3pp |
| Annual return | 17.77% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,734 | $3,713-53.3% | $4,933-64.9% | $2,755-37.1% |
| Participant deferral / active EE | $3,247 | $6,644-51.1% | $8,070-59.8% | $4,296-24.4% |
| Admin fee / account holder | $1,174 | $7,941-85.2% | $12,998-91.0% | $6,918-83.0% |