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 | $25,152 | $34,308-26.7% | $74,701-66.3% | $72,985-65.5% |
| Participation rate | 35.4% | 42.4%-7.0pp | 54.5%-19.0pp | 69.5%-34.1pp |
| Annual return | 19.16% | 26.58%-7.4pp | 752.92%-733.8pp | 81.00%-61.8pp |
| Employer contribution / active EE | $138 | $692-80.1% | $1,084-87.3% | $2,440-94.4% |
| Participant deferral / active EE | $551 | $1,271-56.7% | $1,964-71.9% | $3,607-84.7% |
| Admin fee / account holder | $3,401 | $2,124+60.1% | $3,333+2.0% | $5,124-33.6% |