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 | $30,145 | $57,281-47.4% | $86,612-65.2% | $75,163-59.9% |
| Participation rate | 55.2% | 63.2%-8.0pp | 71.7%-16.5pp | 67.2%-12.0pp |
| Annual return | 20.42% | 2670.75%-2650.3pp | 591.07%-570.6pp | 160.62%-140.2pp |
| Employer contribution / active EE | $802 | $2,314-65.3% | $3,022-73.5% | $2,670-70.0% |
| Participant deferral / active EE | $1,852 | $3,318-44.2% | $4,438-58.3% | $4,125-55.1% |
| Admin fee / account holder | $3,378 | $4,112-17.9% | $5,614-39.8% | $5,651-40.2% |