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 | $29,491 | $51,576-42.8% | $129,207-77.2% | $80,856-63.5% |
| Participation rate | 61.5% | 57.0%+4.6pp | 69.6%-8.1pp | 67.6%-6.1pp |
| Annual return | 13.08% | 20.81%-7.7pp | 9417.33%-9404.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $945 | $1,584-40.4% | $4,153-77.3% | $2,755-65.7% |
| Participant deferral / active EE | $1,539 | $2,669-42.3% | $4,168-63.1% | $4,296-64.2% |
| Admin fee / account holder | $5,334 | $4,305+23.9% | $7,715-30.9% | $6,918-22.9% |