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 | $29,573 | $84,233-64.9% | $170,442-82.6% | $70,131-57.8% |
| Participation rate | 51.5% | 70.8%-19.3pp | 83.6%-32.1pp | 69.5%-18.0pp |
| Annual return | 12.52% | 23.06%-10.5pp | 205.93%-193.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $592 | $3,387-82.5% | $5,433-89.1% | $2,342-74.7% |
| Participant deferral / active EE | $982 | $3,086-68.2% | $4,939-80.1% | $3,332-70.5% |
| Admin fee / account holder | $648 | $5,698-88.6% | $13,880-95.3% | $4,645-86.1% |