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 | $24,395 | $39,162-37.7% | $100,671-75.8% | $59,632-59.1% |
| Participation rate | 21.2% | 55.9%-34.7pp | 70.7%-49.5pp | 68.7%-47.5pp |
| Annual return | 17.89% | 21.07%-3.2pp | 20.43%-2.5pp | 2041.28%-2023.4pp |
| Employer contribution / active EE | $301 | $1,151-73.9% | $4,012-92.5% | $2,203-86.4% |
| Participant deferral / active EE | $829 | $1,992-58.4% | $3,144-73.6% | $3,192-74.0% |
| Admin fee / account holder | $3,179 | $2,969+7.0% | $4,850-34.5% | $4,297-26.0% |