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 | $34,183 | $62,928-45.7% | $172,739-80.2% | $67,579-49.4% |
| Participation rate | 35.1% | 64.5%-29.4pp | 82.6%-47.5pp | 71.3%-36.2pp |
| Annual return | 19.72% | 30.36%-10.6pp | 802.84%-783.1pp | 378.56%-358.8pp |
| Employer contribution / active EE | $610 | $1,636-62.7% | $5,143-88.1% | $2,148-71.6% |
| Participant deferral / active EE | $1,586 | $2,145-26.1% | $5,198-69.5% | $3,539-55.2% |
| Admin fee / account holder | $849 | $167+409.7% | $13,954-93.9% | $142+496.9% |