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 | $82,491 | $79,171+4.2% | $102,423-19.5% | $74,495+10.7% |
| Participation rate | 31.7% | 74.8%-43.1pp | 76.5%-44.8pp | 67.2%-35.5pp |
| Annual return | 12.89% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,203 | $2,362-49.1% | $3,023-60.2% | $2,623-54.1% |
| Participant deferral / active EE | $2,187 | $4,415-50.5% | $5,053-56.7% | $4,346-49.7% |
| Admin fee / account holder | $11,258 | $2,001+462.7% | $9,451+19.1% | $1,942+479.8% |