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 | $34,225 | $34,308-0.2% | $74,701-54.2% | $72,985-53.1% |
| Participation rate | 13.5% | 42.4%-28.9pp | 54.5%-40.9pp | 69.5%-56.0pp |
| Annual return | 23.66% | 26.58%-2.9pp | 752.92%-729.3pp | 81.00%-57.3pp |
| Employer contribution / active EE | $358 | $692-48.3% | $1,084-67.0% | $2,440-85.3% |
| Participant deferral / active EE | $504 | $1,271-60.4% | $1,964-74.4% | $3,607-86.0% |
| Admin fee / account holder | $2,246 | $2,124+5.7% | $3,333-32.6% | $5,124-56.2% |