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 | $17,967 | $85,202-78.9% | $172,739-89.6% | $72,985-75.4% |
| Participation rate | 48.3% | 70.1%-21.8pp | 82.6%-34.4pp | 69.5%-21.2pp |
| Annual return | 24.54% | 27.32%-2.8pp | 802.84%-778.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $855 | $3,324-74.3% | $5,143-83.4% | $2,440-65.0% |
| Participant deferral / active EE | $1,799 | $3,260-44.8% | $5,198-65.4% | $3,607-50.1% |
| Admin fee / account holder | $3,219 | $5,884-45.3% | $13,954-76.9% | $5,124-37.2% |