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 | $33,823 | $96,635-65.0% | $86,612-60.9% | $139,434-75.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 12.08% | 106.41%-94.3pp | 591.07%-579.0pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,361 | $3,263-58.3% | $3,022-55.0% | $4,751-71.4% |
| Participant deferral / active EE | $2,439 | $4,836-49.6% | $4,438-45.0% | $6,710-63.7% |
| Admin fee / account holder | $2,477 | $6,408-61.3% | $5,614-55.9% | $11,403-78.3% |