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 | $33,642 | $27,839+20.8% | $58,482-42.5% | $71,457-52.9% |
| Participation rate | 38.6% | 34.5%+4.0pp | 50.9%-12.3pp | 67.9%-29.3pp |
| Annual return | 15.89% | 26.81%-10.9pp | 4239.32%-4223.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $823 | $631+30.4% | $1,053-21.9% | $2,588-68.2% |
| Participant deferral / active EE | $884 | $1,206-26.7% | $1,924-54.1% | $4,289-79.4% |
| Admin fee / account holder | $1,260 | $1,641-23.2% | $2,516-49.9% | $1,587-20.6% |