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 | $59,293 | $65,409-9.4% | $98,442-39.8% | $85,850-30.9% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.3%-19.3pp |
| Annual return | 12.22% | 21.76%-9.5pp | 1492.73%-1480.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $643 | $2,168-70.3% | $2,960-78.3% | $2,565-74.9% |
| Participant deferral / active EE | $1,084 | $3,166-65.8% | $4,276-74.7% | $3,952-72.6% |
| Admin fee / account holder | $1,919 | $4,593-58.2% | $5,949-67.8% | $6,260-69.4% |