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 | $25,596 | $53,127-51.8% | $86,590-70.4% | $70,131-63.5% |
| Participation rate | 51.5% | 65.3%-13.8pp | 73.5%-22.0pp | 69.5%-18.0pp |
| Annual return | 20.98% | 27.66%-6.7pp | 964.84%-943.9pp | 73.14%-52.2pp |
| Employer contribution / active EE | $442 | $2,068-78.6% | $2,839-84.4% | $2,342-81.1% |
| Participant deferral / active EE | $3,791 | $2,696+40.6% | $3,609+5.1% | $3,332+13.8% |
| Admin fee / account holder | $591 | $3,585-83.5% | $4,906-88.0% | $4,645-87.3% |