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 | $33,726 | $66,124-49.0% | $90,404-62.7% | $73,488-54.1% |
| Participation rate | 68.9% | 69.7%-0.7pp | 72.7%-3.8pp | 70.7%-1.7pp |
| Annual return | 12.54% | 17.65%-5.1pp | 1293.02%-1280.5pp | 28.51%-16.0pp |
| Employer contribution / active EE | $720 | $2,346-69.3% | $3,262-77.9% | $2,270-68.3% |
| Participant deferral / active EE | $1,202 | $3,039-60.4% | $3,963-69.7% | $3,740-67.9% |
| Admin fee / account holder | $3,954 | $396+897.9% | $5,611-29.5% | $513+670.6% |