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 | $29,154 | $58,264-50.0% | $86,612-66.3% | $71,457-59.2% |
| Participation rate | 22.1% | 65.0%-42.9pp | 71.7%-49.6pp | 67.9%-45.8pp |
| Annual return | 15.69% | 21.63%-5.9pp | 591.07%-575.4pp | 28.85%-13.2pp |
| Employer contribution / active EE | $843 | $2,574-67.2% | $3,022-72.1% | $2,588-67.4% |
| Participant deferral / active EE | $1,242 | $3,436-63.9% | $4,438-72.0% | $4,289-71.1% |
| Admin fee / account holder | $7,370 | $1,057+597.2% | $5,614+31.3% | $1,587+364.3% |