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 | $21,455 | $34,308-37.5% | $74,701-71.3% | $72,985-70.6% |
| Participation rate | 63.0% | 42.4%+20.6pp | 54.5%+8.5pp | 69.5%-6.5pp |
| Annual return | 20.24% | 26.58%-6.3pp | 752.92%-732.7pp | 81.00%-60.8pp |
| Employer contribution / active EE | $287 | $692-58.6% | $1,084-73.6% | $2,440-88.3% |
| Participant deferral / active EE | $1,245 | $1,271-2.1% | $1,964-36.6% | $3,607-65.5% |
| Admin fee / account holder | $653 | $2,124-69.3% | $3,333-80.4% | $5,124-87.3% |