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 | $45,028 | $29,548+52.4% | $56,411-20.2% | $77,643-42.0% |
| Participation rate | 17.7% | 32.7%-15.0pp | 52.5%-34.8pp | 70.6%-52.9pp |
| Annual return | 13.83% | 19.01%-5.2pp | 1701.33%-1687.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $187 | $568-67.1% | $1,039-82.0% | $2,726-93.1% |
| Participant deferral / active EE | $476 | $1,061-55.2% | $1,952-75.6% | $4,647-89.8% |
| Admin fee / account holder | $1,990 | $1,046+90.2% | $2,829-29.7% | $430+362.3% |