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 | $26,749 | $47,479-43.7% | $62,929-57.5% | $82,448-67.6% |
| Participation rate | 24.2% | 66.9%-42.6pp | 73.1%-48.9pp | 68.1%-43.8pp |
| Annual return | 11.94% | 20.34%-8.4pp | 1063.93%-1052.0pp | 41.64%-29.7pp |
| Employer contribution / active EE | $681 | $1,885-63.9% | $2,505-72.8% | $2,551-73.3% |
| Participant deferral / active EE | $1,023 | $2,870-64.3% | $3,888-73.7% | $4,139-75.3% |
| Admin fee / account holder | $332 | $3,804-91.3% | $5,065-93.4% | $7,234-95.4% |