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 | $17,639 | $91,190-80.7% | $178,490-90.1% | $79,858-77.9% |
| Participation rate | 61.4% | 69.2%-7.8pp | 81.9%-20.5pp | 69.6%-8.2pp |
| Annual return | 17.27% | 24.19%-6.9pp | 151.07%-133.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,320 | $3,256-59.5% | $5,011-73.7% | $2,471-46.6% |
| Participant deferral / active EE | $3,082 | $3,236-4.8% | $5,202-40.7% | $3,740-17.6% |
| Admin fee / account holder | $2,369 | $6,751-64.9% | $13,984-83.1% | $5,306-55.4% |