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 | $23,550 | $105,998-77.8% | $92,233-74.5% | $147,584-84.0% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 18.70% | 50.05%-31.4pp | 176.28%-157.6pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,306 | $4,333-69.9% | $3,679-64.5% | $4,876-73.2% |
| Participant deferral / active EE | $3,072 | $4,478-31.4% | $3,897-21.2% | $5,439-43.5% |
| Admin fee / account holder | $1,140 | $6,332-82.0% | $5,194-78.1% | $10,885-89.5% |