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 | $29,803 | $96,635-69.2% | $86,612-65.6% | $139,434-78.6% |
| Participation rate | 61.5% | 74.4%-12.9pp | 71.7%-10.2pp | 80.3%-18.8pp |
| Annual return | 22.15% | 106.41%-84.3pp | 591.07%-568.9pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,949 | $3,263-40.3% | $3,022-35.5% | $4,751-59.0% |
| Participant deferral / active EE | $6,045 | $4,836+25.0% | $4,438+36.2% | $6,710-9.9% |
| Admin fee / account holder | $1,258 | $6,408-80.4% | $5,614-77.6% | $11,403-89.0% |