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 | $26,727 | $58,208-54.1% | $81,812-67.3% | $80,856-66.9% |
| Participation rate | 64.0% | 63.4%+0.6pp | 72.3%-8.3pp | 67.6%-3.6pp |
| Annual return | 21.50% | 41.66%-20.2pp | 773.79%-752.3pp | 35.59%-14.1pp |
| Employer contribution / active EE | $1,524 | $2,340-34.9% | $2,912-47.7% | $2,755-44.7% |
| Participant deferral / active EE | $5,304 | $3,281+61.7% | $4,319+22.8% | $4,296+23.5% |
| Admin fee / account holder | $3,730 | $4,981-25.1% | $7,386-49.5% | $6,918-46.1% |