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 | $84,075 | $77,164+9.0% | $178,014-52.8% | $80,874+4.0% |
| Participation rate | 16.0% | 65.7%-49.8pp | 77.1%-61.1pp | 67.6%-51.7pp |
| Annual return | 17.33% | 18.09%-0.8pp | 294.80%-277.5pp | 35.62%-18.3pp |
| Employer contribution / active EE | $675 | $2,288-70.5% | $3,950-82.9% | $2,756-75.5% |
| Participant deferral / active EE | $1,951 | $4,408-55.7% | $6,276-68.9% | $4,297-54.6% |
| Admin fee / account holder | $5,481 | $7,164-23.5% | $10,362-47.1% | $6,935-21.0% |