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 | $50,484 | $58,926-14.3% | $97,226-48.1% | $74,495-32.2% |
| Participation rate | 36.2% | 63.5%-27.3pp | 72.7%-36.4pp | 67.2%-31.0pp |
| Annual return | 13.99% | 16.04%-2.0pp | 75.13%-61.1pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $765 | $1,894-59.6% | $2,729-72.0% | $2,623-70.8% |
| Participant deferral / active EE | $1,478 | $3,664-59.7% | $4,264-65.3% | $4,346-66.0% |
| Admin fee / account holder | $2,927 | $1,974+48.3% | $5,654-48.2% | $1,942+50.8% |