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 | $25,521 | $226,064-88.7% | $182,532-86.0% | $152,861-83.3% |
| Participation rate | 57.9% | 82.5%-24.6pp | 78.0%-20.1pp | 82.4%-24.6pp |
| Annual return | 20.28% | 192.51%-172.2pp | 148.54%-128.3pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,008 | $4,978-59.7% | $4,076-50.7% | $4,762-57.8% |
| Participant deferral / active EE | $4,824 | $6,368-24.2% | $5,524-12.7% | $5,850-17.5% |
| Admin fee / account holder | $2,194 | $10,703-79.5% | $8,592-74.5% | $11,596-81.1% |