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 | $28,477 | $58,694-51.5% | $142,863-80.1% | $85,850-66.8% |
| Participation rate | 42.7% | 58.5%-15.8pp | 71.9%-29.2pp | 69.3%-26.6pp |
| Annual return | 13.65% | 27.72%-14.1pp | 5637.54%-5623.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $515 | $1,423-63.8% | $4,144-87.6% | $2,565-79.9% |
| Participant deferral / active EE | $1,165 | $2,607-55.3% | $3,837-69.6% | $3,952-70.5% |
| Admin fee / account holder | $2,675 | $4,239-36.9% | $6,560-59.2% | $6,260-57.3% |