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 | $29,870 | $58,694-49.1% | $142,863-79.1% | $85,850-65.2% |
| Participation rate | 66.7% | 58.5%+8.2pp | 71.9%-5.3pp | 69.3%-2.6pp |
| Annual return | 19.90% | 27.72%-7.8pp | 5637.54%-5617.6pp | 318.53%-298.6pp |
| Employer contribution / active EE | $1,663 | $1,423+16.9% | $4,144-59.9% | $2,565-35.2% |
| Participant deferral / active EE | $2,872 | $2,607+10.1% | $3,837-25.2% | $3,952-27.3% |
| Admin fee / account holder | $1,329 | $4,239-68.6% | $6,560-79.7% | $6,260-78.8% |