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 | $39,688 | $34,308+15.7% | $74,701-46.9% | $72,985-45.6% |
| Participation rate | 37.5% | 42.4%-4.9pp | 54.5%-17.0pp | 69.5%-32.0pp |
| Annual return | 20.18% | 26.58%-6.4pp | 752.92%-732.7pp | 81.00%-60.8pp |
| Employer contribution / active EE | $210 | $692-69.7% | $1,084-80.6% | $2,440-91.4% |
| Participant deferral / active EE | $736 | $1,271-42.1% | $1,964-62.5% | $3,607-79.6% |
| Admin fee / account holder | $1,278 | $2,124-39.8% | $3,333-61.7% | $5,124-75.1% |