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 | $88,518 | $47,479+86.4% | $62,929+40.7% | $82,448+7.4% |
| Participation rate | 23.4% | 66.9%-43.5pp | 73.1%-49.7pp | 68.1%-44.7pp |
| Annual return | 19.43% | 20.34%-0.9pp | 1063.93%-1044.5pp | 41.64%-22.2pp |
| Employer contribution / active EE | $493 | $1,885-73.8% | $2,505-80.3% | $2,551-80.7% |
| Participant deferral / active EE | $1,166 | $2,870-59.4% | $3,888-70.0% | $4,139-71.8% |
| Admin fee / account holder | $11,679 | $3,804+207.0% | $5,065+130.6% | $7,234+61.4% |