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 | $31,091 | $58,264-46.6% | $86,612-64.1% | $71,457-56.5% |
| Participation rate | 36.3% | 65.0%-28.7pp | 71.7%-35.4pp | 67.9%-31.6pp |
| Annual return | 22.07% | 21.63%+0.4pp | 591.07%-569.0pp | 28.85%-6.8pp |
| Employer contribution / active EE | $654 | $2,574-74.6% | $3,022-78.4% | $2,588-74.7% |
| Participant deferral / active EE | $1,590 | $3,436-53.7% | $4,438-64.2% | $4,289-62.9% |
| Admin fee / account holder | $5,959 | $1,057+463.7% | $5,614+6.1% | $1,587+275.4% |