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 | $30,020 | $60,323-50.2% | $81,812-63.3% | $74,495-59.7% |
| Participation rate | 33.6% | 62.9%-29.2pp | 72.3%-38.7pp | 67.2%-33.6pp |
| Annual return | 12.05% | 16.90%-4.9pp | 773.79%-761.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $850 | $2,620-67.5% | $2,912-70.8% | $2,623-67.6% |
| Participant deferral / active EE | $1,688 | $3,387-50.2% | $4,319-60.9% | $4,346-61.2% |
| Admin fee / account holder | $3,010 | $1,486+102.6% | $7,386-59.3% | $1,942+55.0% |