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 | $30,819 | $76,000-59.4% | $154,107-80.0% | $64,186-52.0% |
| Participation rate | 36.5% | 70.4%-33.9pp | 83.0%-46.5pp | 69.6%-33.1pp |
| Annual return | 7.87% | 30.32%-22.4pp | 735.12%-727.2pp | 7.63%+0.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $877 | $3,175-72.4% | $5,081-82.7% | $3,470-74.7% |
| Admin fee / account holder | $483 | $5,596-91.4% | $13,411-96.4% | $4,888-90.1% |