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 | $63,742 | $48,570+31.2% | $130,648-51.2% | $72,985-12.7% |
| Participation rate | 40.4% | 58.6%-18.2pp | 71.7%-31.4pp | 69.5%-29.1pp |
| Annual return | 19.51% | 38.63%-19.1pp | 1708.96%-1689.5pp | 81.00%-61.5pp |
| Employer contribution / active EE | $854 | $1,334-36.0% | $4,092-79.1% | $2,440-65.0% |
| Participant deferral / active EE | $2,443 | $2,384+2.5% | $3,603-32.2% | $3,607-32.3% |
| Admin fee / account holder | $25,610 | $3,549+621.6% | $5,464+368.7% | $5,124+399.8% |