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 | $31,724 | $34,308-7.5% | $74,701-57.5% | $72,985-56.5% |
| Participation rate | 48.1% | 42.4%+5.8pp | 54.5%-6.3pp | 69.5%-21.3pp |
| Annual return | 20.91% | 26.58%-5.7pp | 752.92%-732.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $755 | $692+9.1% | $1,084-30.4% | $2,440-69.1% |
| Participant deferral / active EE | $1,915 | $1,271+50.6% | $1,964-2.5% | $3,607-46.9% |
| Admin fee / account holder | $1,381 | $2,124-35.0% | $3,333-58.6% | $5,124-73.0% |