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 | $56,483 | $71,192-20.7% | $117,854-52.1% | $62,292-9.3% |
| Participation rate | 43.0% | 74.2%-31.3pp | 79.7%-36.7pp | 69.5%-26.5pp |
| Annual return | 27.62% | 18.66%+9.0pp | 335.08%-307.5pp | 28.90%-1.3pp |
| Employer contribution / active EE | $832 | $1,934-57.0% | $3,786-78.0% | $2,042-59.3% |
| Participant deferral / active EE | $1,851 | $3,189-42.0% | $4,482-58.7% | $3,169-41.6% |
| Admin fee / account holder | $4,439 | $587+655.9% | $8,020-44.6% | $479+826.1% |