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 | $50,382 | $65,561-23.2% | $86,188-41.5% | $75,163-33.0% |
| Participation rate | 40.6% | 60.5%-19.9pp | 69.0%-28.3pp | 67.2%-26.6pp |
| Annual return | 18.49% | 46.05%-27.6pp | 1168.45%-1150.0pp | 160.62%-142.1pp |
| Employer contribution / active EE | $802 | $1,553-48.3% | $2,380-66.3% | $2,670-70.0% |
| Participant deferral / active EE | $1,754 | $3,024-42.0% | $3,985-56.0% | $4,125-57.5% |
| Admin fee / account holder | $1,221 | $5,474-77.7% | $6,852-82.2% | $5,651-78.4% |