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 | $26,926 | $57,281-53.0% | $86,612-68.9% | $75,163-64.2% |
| Participation rate | 55.0% | 63.2%-8.2pp | 71.7%-16.7pp | 67.2%-12.2pp |
| Annual return | 16.73% | 2670.75%-2654.0pp | 591.07%-574.3pp | 160.62%-143.9pp |
| Employer contribution / active EE | $753 | $2,314-67.5% | $3,022-75.1% | $2,670-71.8% |
| Participant deferral / active EE | $2,032 | $3,318-38.7% | $4,438-54.2% | $4,125-50.7% |
| Admin fee / account holder | $436 | $4,112-89.4% | $5,614-92.2% | $5,651-92.3% |