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 | $20,562 | $54,705-62.4% | $71,209-71.1% | $84,808-75.8% |
| Participation rate | 22.8% | 64.1%-41.2pp | 73.8%-50.9pp | 68.3%-45.5pp |
| Annual return | 15.58% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $801 | $2,158-62.9% | $2,721-70.6% | $2,631-69.6% |
| Participant deferral / active EE | $958 | $3,030-68.4% | $4,175-77.1% | $4,212-77.3% |
| Admin fee / account holder | $9,038 | $4,863+85.8% | $5,349+69.0% | $7,344+23.1% |