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 | $31,238 | $63,346-50.7% | $92,233-66.1% | $70,131-55.5% |
| Participation rate | 38.7% | 68.7%-30.0pp | 76.5%-37.8pp | 69.5%-30.8pp |
| Annual return | 18.77% | 530.12%-511.3pp | 176.28%-157.5pp | 73.14%-54.4pp |
| Employer contribution / active EE | $581 | $2,471-76.5% | $3,679-84.2% | $2,342-75.2% |
| Participant deferral / active EE | $1,976 | $2,854-30.8% | $3,897-49.3% | $3,332-40.7% |
| Admin fee / account holder | $5,277 | $3,840+37.4% | $5,194+1.6% | $4,645+13.6% |