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 | $99,572 | $85,202+16.9% | $172,739-42.4% | $72,985+36.4% |
| Participation rate | 52.9% | 70.1%-17.1pp | 82.6%-29.7pp | 69.5%-16.5pp |
| Annual return | 27.83% | 27.32%+0.5pp | 802.84%-775.0pp | 81.00%-53.2pp |
| Employer contribution / active EE | $1,696 | $3,324-49.0% | $5,143-67.0% | $2,440-30.5% |
| Participant deferral / active EE | $3,244 | $3,260-0.5% | $5,198-37.6% | $3,607-10.1% |
| Admin fee / account holder | $1,408 | $5,884-76.1% | $13,954-89.9% | $5,124-72.5% |