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 | $21,590 | $47,479-54.5% | $62,929-65.7% | $82,448-73.8% |
| Participation rate | 48.7% | 66.9%-18.2pp | 73.1%-24.4pp | 68.1%-19.3pp |
| Annual return | 14.29% | 20.34%-6.1pp | 1063.93%-1049.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $510 | $1,885-72.9% | $2,505-79.6% | $2,551-80.0% |
| Participant deferral / active EE | $1,828 | $2,870-36.3% | $3,888-53.0% | $4,139-55.8% |
| Admin fee / account holder | $4,984 | $3,804+31.0% | $5,065-1.6% | $7,234-31.1% |