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 | $38,089 | $89,753-57.6% | $107,525-64.6% | $84,808-55.1% |
| Participation rate | 59.0% | 68.1%-9.1pp | 75.1%-16.1pp | 68.3%-9.3pp |
| Annual return | 142.59% | 29.48%+113.1pp | 181.32%-38.7pp | 40.90%+101.7pp |
| Employer contribution / active EE | $1,312 | $3,113-57.9% | $3,754-65.0% | $2,631-50.1% |
| Participant deferral / active EE | $4,520 | $4,056+11.4% | $5,116-11.6% | $4,212+7.3% |
| Admin fee / account holder | $826 | $7,222-88.6% | $8,919-90.7% | $7,344-88.7% |