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 | $49,025 | $27,915+75.6% | $58,482-16.2% | $75,163-34.8% |
| Participation rate | 21.6% | 38.8%-17.2pp | 50.9%-29.2pp | 67.2%-45.6pp |
| Annual return | 21.56% | 44.20%-22.6pp | 4239.32%-4217.8pp | 160.62%-139.1pp |
| Employer contribution / active EE | $332 | $669-50.4% | $1,053-68.5% | $2,670-87.6% |
| Participant deferral / active EE | $809 | $1,201-32.6% | $1,924-57.9% | $4,125-80.4% |
| Admin fee / account holder | $1,321 | $1,726-23.5% | $2,516-47.5% | $5,651-76.6% |