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 | $30,294 | $76,000-60.1% | $154,107-80.3% | $64,186-52.8% |
| Participation rate | 53.8% | 70.4%-16.6pp | 83.0%-29.2pp | 69.6%-15.7pp |
| Annual return | 16.95% | 30.32%-13.4pp | 735.12%-718.2pp | 7.63%+9.3pp |
| Employer contribution / active EE | $688 | $3,351-79.5% | $5,298-87.0% | $2,381-71.1% |
| Participant deferral / active EE | $1,968 | $3,175-38.0% | $5,081-61.3% | $3,470-43.3% |
| Admin fee / account holder | $1,292 | $5,596-76.9% | $13,411-90.4% | $4,888-73.6% |