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 | $25,574 | $65,409-60.9% | $98,442-74.0% | $85,850-70.2% |
| Participation rate | 42.6% | 65.0%-22.4pp | 73.3%-30.7pp | 69.3%-26.7pp |
| Annual return | 21.99% | 21.76%+0.2pp | 1492.73%-1470.7pp | 318.53%-296.5pp |
| Employer contribution / active EE | $505 | $2,168-76.7% | $2,960-82.9% | $2,565-80.3% |
| Participant deferral / active EE | $2,012 | $3,166-36.4% | $4,276-52.9% | $3,952-49.1% |
| Admin fee / account holder | $3,149 | $4,593-31.4% | $5,949-47.1% | $6,260-49.7% |