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 | $23,131 | $58,208-60.3% | $81,812-71.7% | $80,856-71.4% |
| Participation rate | 66.7% | 63.4%+3.3pp | 72.3%-5.7pp | 67.6%-1.0pp |
| Annual return | 14.50% | 41.66%-27.2pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $796 | $2,340-66.0% | $2,912-72.7% | $2,755-71.1% |
| Participant deferral / active EE | $2,148 | $3,281-34.5% | $4,319-50.3% | $4,296-50.0% |
| Admin fee / account holder | $369 | $4,981-92.6% | $7,386-95.0% | $6,918-94.7% |