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 | $66,960 | $48,570+37.9% | $130,648-48.7% | $72,985-8.3% |
| Participation rate | 52.0% | 58.6%-6.6pp | 71.7%-19.7pp | 69.5%-17.5pp |
| Annual return | 20.93% | 38.63%-17.7pp | 1708.96%-1688.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,189 | $2,384+33.8% | $3,603-11.5% | $3,607-11.6% |
| Admin fee / account holder | $579 | $3,549-83.7% | $5,464-89.4% | $5,124-88.7% |