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 | $83,526 | $112,096-25.5% | $95,952-13.0% | $158,922-47.4% |
| Participation rate | 36.4% | 79.0%-42.6pp | 77.1%-40.7pp | 82.0%-45.6pp |
| Annual return | 11.00% | 171.09%-160.1pp | 91.61%-80.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,298 | $3,198-59.4% | $2,541-48.9% | $4,761-72.7% |
| Participant deferral / active EE | $3,214 | $4,784-32.8% | $4,167-22.9% | $5,982-46.3% |
| Admin fee / account holder | $19,675 | $10,130+94.2% | $6,795+189.5% | $11,246+75.0% |