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 | $18,937 | $108,172-82.5% | $77,482-75.6% | $158,922-88.1% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 15.90% | 31.67%-15.8pp | 54.79%-38.9pp | 302.83%-286.9pp |
| Employer contribution / active EE | $802 | $1,325-39.4% | $986-18.7% | $4,761-83.1% |
| Participant deferral / active EE | $1,429 | $2,456-41.8% | $1,861-23.2% | $5,982-76.1% |
| Admin fee / account holder | $417 | $3,708-88.8% | $2,858-85.4% | $11,246-96.3% |