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 | $25,218 | $91,190-72.3% | $178,490-85.9% | $79,858-68.4% |
| Participation rate | 38.7% | 69.2%-30.5pp | 81.9%-43.2pp | 69.6%-30.9pp |
| Annual return | 11.39% | 24.19%-12.8pp | 151.07%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,025 | $3,256-68.5% | $5,011-79.5% | $2,471-58.5% |
| Participant deferral / active EE | $1,169 | $3,236-63.9% | $5,202-77.5% | $3,740-68.7% |
| Admin fee / account holder | $2,460 | $6,751-63.6% | $13,984-82.4% | $5,306-53.6% |