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 | $36,929 | $76,000-51.4% | $154,107-76.0% | $64,186-42.5% |
| Participation rate | 44.6% | 70.4%-25.8pp | 83.0%-38.4pp | 69.6%-25.0pp |
| Annual return | 8.98% | 30.32%-21.3pp | 735.12%-726.1pp | 7.63%+1.3pp |
| Employer contribution / active EE | $434 | $3,351-87.1% | $5,298-91.8% | $2,381-81.8% |
| Participant deferral / active EE | $1,123 | $3,175-64.6% | $5,081-77.9% | $3,470-67.6% |
| Admin fee / account holder | $774 | $5,596-86.2% | $13,411-94.2% | $4,888-84.2% |