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 | $64,419 | $60,124+7.1% | $90,404-28.7% | $79,858-19.3% |
| Participation rate | 50.8% | 65.0%-14.2pp | 72.7%-21.9pp | 69.6%-18.9pp |
| Annual return | 12.64% | 71.94%-59.3pp | 1293.02%-1280.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,004 | $2,068-51.4% | $3,262-69.2% | $2,471-59.4% |
| Participant deferral / active EE | $3,156 | $2,938+7.4% | $3,963-20.4% | $3,740-15.6% |
| Admin fee / account holder | $1,687 | $3,976-57.6% | $5,611-69.9% | $5,306-68.2% |