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 | $27,118 | $39,162-30.8% | $100,671-73.1% | $59,632-54.5% |
| Participation rate | 42.0% | 55.9%-13.9pp | 70.7%-28.7pp | 68.7%-26.7pp |
| Annual return | 15.88% | 21.07%-5.2pp | 20.43%-4.5pp | 2041.28%-2025.4pp |
| Employer contribution / active EE | $271 | $1,151-76.5% | $4,012-93.2% | $2,203-87.7% |
| Participant deferral / active EE | $1,147 | $1,992-42.4% | $3,144-63.5% | $3,192-64.1% |
| Admin fee / account holder | $8,766 | $2,969+195.2% | $4,850+80.7% | $4,297+104.0% |