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 | $26,021 | $57,281-54.6% | $86,612-70.0% | $75,163-65.4% |
| Participation rate | 36.7% | 63.2%-26.5pp | 71.7%-35.0pp | 67.2%-30.5pp |
| Annual return | 17.06% | 2670.75%-2653.7pp | 591.07%-574.0pp | 160.62%-143.6pp |
| Employer contribution / active EE | $614 | $2,314-73.5% | $3,022-79.7% | $2,670-77.0% |
| Participant deferral / active EE | $1,662 | $3,318-49.9% | $4,438-62.6% | $4,125-59.7% |
| Admin fee / account holder | $7,358 | $4,112+78.9% | $5,614+31.1% | $5,651+30.2% |