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 | $44,888 | $55,415-19.0% | $155,509-71.1% | $74,495-39.7% |
| Participation rate | 43.3% | 61.9%-18.6pp | 78.2%-34.9pp | 67.2%-23.9pp |
| Annual return | 11.28% | 268.50%-257.2pp | 64.67%-53.4pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $864 | $2,267-61.9% | $4,672-81.5% | $2,623-67.0% |
| Participant deferral / active EE | $1,378 | $2,836-51.4% | $5,626-75.5% | $4,346-68.3% |
| Admin fee / account holder | $7,546 | $1,738+334.1% | $15,912-52.6% | $1,942+288.6% |