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 | $24,645 | $34,308-28.2% | $74,701-67.0% | $72,985-66.2% |
| Participation rate | 55.9% | 42.4%+13.5pp | 54.5%+1.4pp | 69.5%-13.6pp |
| Annual return | 23.18% | 26.58%-3.4pp | 752.92%-729.7pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,009 | $692+45.9% | $1,084-6.9% | $2,440-58.7% |
| Participant deferral / active EE | $2,449 | $1,271+92.6% | $1,964+24.7% | $3,607-32.1% |
| Admin fee / account holder | $1,180 | $2,124-44.5% | $3,333-64.6% | $5,124-77.0% |