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 | $30,585 | $47,848-36.1% | $81,478-62.5% | $70,131-56.4% |
| Participation rate | 12.5% | 58.3%-45.8pp | 68.0%-55.5pp | 69.5%-57.0pp |
| Annual return | 43.21% | 27.25%+16.0pp | 38.78%+4.4pp | 73.14%-29.9pp |
| Employer contribution / active EE | $545 | $1,527-64.3% | $2,568-78.8% | $2,342-76.7% |
| Participant deferral / active EE | $989 | $2,453-59.7% | $3,537-72.0% | $3,332-70.3% |
| Admin fee / account holder | $844 | $3,145-73.2% | $4,561-81.5% | $4,645-81.8% |