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 | $29,297 | $58,694-50.1% | $142,863-79.5% | $85,850-65.9% |
| Participation rate | 46.3% | 58.5%-12.2pp | 71.9%-25.7pp | 69.3%-23.0pp |
| Annual return | 13.63% | 27.72%-14.1pp | 5637.54%-5623.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $980 | $1,423-31.1% | $4,144-76.4% | $2,565-61.8% |
| Participant deferral / active EE | $1,996 | $2,607-23.5% | $3,837-48.0% | $3,952-49.5% |
| Admin fee / account holder | $1,498 | $4,239-64.7% | $6,560-77.2% | $6,260-76.1% |