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 | $30,203 | $65,409-53.8% | $98,442-69.3% | $85,850-64.8% |
| Participation rate | 49.1% | 65.0%-15.9pp | 73.3%-24.2pp | 69.3%-20.2pp |
| Annual return | 15.27% | 21.76%-6.5pp | 1492.73%-1477.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,016 | $2,168-53.1% | $2,960-65.7% | $2,565-60.4% |
| Participant deferral / active EE | $2,398 | $3,166-24.3% | $4,276-43.9% | $3,952-39.3% |
| Admin fee / account holder | $623 | $4,593-86.4% | $5,949-89.5% | $6,260-90.0% |