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 | $32,842 | $76,000-56.8% | $154,107-78.7% | $64,186-48.8% |
| Participation rate | 48.2% | 70.4%-22.2pp | 83.0%-34.8pp | 69.6%-21.4pp |
| Annual return | 8.49% | 30.32%-21.8pp | 735.12%-726.6pp | 7.63%+0.9pp |
| Employer contribution / active EE | $942 | $3,351-71.9% | $5,298-82.2% | $2,381-60.4% |
| Participant deferral / active EE | $1,875 | $3,175-41.0% | $5,081-63.1% | $3,470-46.0% |
| Admin fee / account holder | $3,713 | $5,596-33.7% | $13,411-72.3% | $4,888-24.0% |