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 | $21,913 | $52,953-58.6% | $172,739-87.3% | $65,185-66.4% |
| Participation rate | 47.4% | 66.2%-18.8pp | 82.6%-35.3pp | 70.2%-22.8pp |
| Annual return | 19.94% | 30.12%-10.2pp | 802.84%-782.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $572 | $2,190-73.9% | $5,143-88.9% | $2,177-73.7% |
| Participant deferral / active EE | $1,511 | $2,471-38.8% | $5,198-70.9% | $3,514-57.0% |
| Admin fee / account holder | $881 | $472+86.8% | $13,954-93.7% | $847+4.0% |