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 | $140,044 | $78,672+78.0% | $109,143+28.3% | $85,850+63.1% |
| Participation rate | 18.4% | 68.3%-49.9pp | 75.9%-57.5pp | 69.3%-50.9pp |
| Annual return | 14.35% | 25.09%-10.7pp | 25.75%-11.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $803 | $2,735-70.6% | $3,722-78.4% | $2,565-68.7% |
| Participant deferral / active EE | $2,146 | $3,467-38.1% | $4,653-53.9% | $3,952-45.7% |
| Admin fee / account holder | $34,268 | $5,469+526.6% | $6,752+407.5% | $6,260+447.4% |