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 5-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 | $27,829 | $90,348-69.2% | $75,972-63.4% | $145,922-80.9% |
| Participation rate | 31.8% | 74.5%-42.6pp | 69.1%-37.2pp | 80.3%-48.5pp |
| Annual return | 12.56% | 620.88%-608.3pp | 359.55%-347.0pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,566 | $3,311-52.7% | $2,685-41.7% | $4,660-66.4% |
| Participant deferral / active EE | $3,806 | $5,162-26.3% | $4,255-10.6% | $6,688-43.1% |
| Admin fee / account holder | $11,103 | $8,467+31.1% | $6,467+71.7% | $13,397-17.1% |