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 | $13,982 | $57,281-75.6% | $86,612-83.9% | $75,163-81.4% |
| Participation rate | 65.5% | 63.2%+2.3pp | 71.7%-6.2pp | 67.2%-1.7pp |
| Annual return | 17.40% | 2670.75%-2653.3pp | 591.07%-573.7pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,190 | $2,314-48.6% | $3,022-60.6% | $2,670-55.4% |
| Participant deferral / active EE | $2,021 | $3,318-39.1% | $4,438-54.5% | $4,125-51.0% |
| Admin fee / account holder | $421 | $4,112-89.8% | $5,614-92.5% | $5,651-92.5% |