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 | $48,909 | $63,346-22.8% | $92,233-47.0% | $70,131-30.3% |
| Participation rate | 35.1% | 68.7%-33.5pp | 76.5%-41.3pp | 69.5%-34.4pp |
| Annual return | 19.72% | 530.12%-510.4pp | 176.28%-156.6pp | 73.14%-53.4pp |
| Employer contribution / active EE | $786 | $2,471-68.2% | $3,679-78.6% | $2,342-66.4% |
| Participant deferral / active EE | $1,361 | $2,854-52.3% | $3,897-65.1% | $3,332-59.1% |
| Admin fee / account holder | $8,328 | $3,840+116.9% | $5,194+60.4% | $4,645+79.3% |