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 | $17,110 | $41,854-59.1% | $73,843-76.8% | $52,331-67.3% |
| Participation rate | 63.4% | 66.2%-2.8pp | 73.4%-10.0pp | 68.1%-4.7pp |
| Annual return | 6.59% | 2.11%+4.5pp | 2267.84%-2261.3pp | 4.54%+2.0pp |
| Employer contribution / active EE | $1,066 | $1,920-44.5% | $2,787-61.8% | $1,882-43.3% |
| Participant deferral / active EE | $3,114 | $2,498+24.7% | $3,583-13.1% | $3,022+3.0% |
| Admin fee / account holder | $744 | $493+51.0% | $4,880-84.8% | $592+25.8% |