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 | $41,889 | $27,915+50.1% | $58,482-28.4% | $75,163-44.3% |
| Participation rate | 33.3% | 38.8%-5.5pp | 50.9%-17.5pp | 67.2%-33.9pp |
| Annual return | 15.87% | 44.20%-28.3pp | 4239.32%-4223.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $727 | $669+8.7% | $1,053-31.0% | $2,670-72.8% |
| Participant deferral / active EE | $800 | $1,201-33.4% | $1,924-58.4% | $4,125-80.6% |
| Admin fee / account holder | $1,157 | $1,726-32.9% | $2,516-54.0% | $5,651-79.5% |