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 | $43,139 | $69,207-37.7% | $64,056-32.7% | $139,434-69.1% |
| Participation rate | 63.2% | 75.6%-12.4pp | 72.3%-9.1pp | 80.3%-17.2pp |
| Annual return | 19.89% | 45.88%-26.0pp | 33.69%-13.8pp | 372.94%-353.1pp |
| Employer contribution / active EE | $566 | $3,182-82.2% | $2,747-79.4% | $4,751-88.1% |
| Participant deferral / active EE | $1,024 | $4,682-78.1% | $3,880-73.6% | $6,710-84.7% |
| Admin fee / account holder | $966 | $4,244-77.2% | $3,068-68.5% | $11,403-91.5% |