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 | $38,447 | $79,184-51.4% | $102,438-62.5% | $74,546-48.4% |
| Participation rate | 58.7% | 74.8%-16.1pp | 76.5%-17.8pp | 67.2%-8.6pp |
| Annual return | 13.63% | 54.95%-41.3pp | 29.37%-15.7pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $1,335 | $2,362-43.5% | $3,024-55.9% | $2,624-49.1% |
| Participant deferral / active EE | $2,545 | $4,414-42.3% | $5,054-49.6% | $4,347-41.4% |
| Admin fee / account holder | $2,025 | $2,001+1.2% | $9,448-78.6% | $1,944+4.2% |