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 | $23,960 | $52,353-54.2% | $120,225-80.1% | $82,448-70.9% |
| Participation rate | 66.7% | 58.3%+8.4pp | 69.6%-2.9pp | 68.1%-1.4pp |
| Annual return | 20.28% | 61.85%-41.6pp | 439.23%-418.9pp | 41.64%-21.4pp |
| Employer contribution / active EE | $513 | $1,510-66.0% | $3,475-85.2% | $2,551-79.9% |
| Participant deferral / active EE | $2,553 | $2,627-2.8% | $3,999-36.2% | $4,139-38.3% |
| Admin fee / account holder | $933 | $4,363-78.6% | $5,696-83.6% | $7,234-87.1% |