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 | $23,212 | $85,202-72.8% | $172,739-86.6% | $72,985-68.2% |
| Participation rate | 49.2% | 70.1%-20.9pp | 82.6%-33.5pp | 69.5%-20.3pp |
| Annual return | 30.34% | 27.32%+3.0pp | 802.84%-772.5pp | 81.00%-50.7pp |
| Employer contribution / active EE | $865 | $3,324-74.0% | $5,143-83.2% | $2,440-64.6% |
| Participant deferral / active EE | $1,411 | $3,260-56.7% | $5,198-72.9% | $3,607-60.9% |
| Admin fee / account holder | $328 | $5,884-94.4% | $13,954-97.6% | $5,124-93.6% |