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 | $53,015 | $48,570+9.2% | $130,648-59.4% | $72,985-27.4% |
| Participation rate | 52.6% | 58.6%-5.9pp | 71.7%-19.1pp | 69.5%-16.9pp |
| Annual return | 19.06% | 38.63%-19.6pp | 1708.96%-1689.9pp | 81.00%-61.9pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,723 | $2,384+56.2% | $3,603+3.3% | $3,607+3.2% |
| Admin fee / account holder | $7,702 | $3,549+117.0% | $5,464+41.0% | $5,124+50.3% |