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 | $44,092 | $65,409-32.6% | $98,442-55.2% | $85,850-48.6% |
| Participation rate | 47.1% | 65.0%-17.9pp | 73.3%-26.3pp | 69.3%-22.3pp |
| Annual return | 14.29% | 21.76%-7.5pp | 1492.73%-1478.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $735 | $2,168-66.1% | $2,960-75.2% | $2,565-71.3% |
| Participant deferral / active EE | $2,049 | $3,166-35.3% | $4,276-52.1% | $3,952-48.2% |
| Admin fee / account holder | $1,881 | $4,593-59.0% | $5,949-68.4% | $6,260-70.0% |