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 | $43,021 | $101,069-57.4% | $81,478-47.2% | $147,584-70.8% |
| Participation rate | 23.5% | 74.5%-50.9pp | 68.0%-44.4pp | 82.8%-59.3pp |
| Annual return | 15.23% | 32.40%-17.2pp | 38.78%-23.5pp | 578.55%-563.3pp |
| Employer contribution / active EE | $234 | $3,205-92.7% | $2,568-90.9% | $4,876-95.2% |
| Participant deferral / active EE | $632 | $4,242-85.1% | $3,537-82.1% | $5,439-88.4% |
| Admin fee / account holder | $8,571 | $5,812+47.5% | $4,561+87.9% | $10,885-21.3% |