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 | $16,366 | $46,360-64.7% | $147,614-88.9% | $52,331-68.7% |
| Participation rate | 60.8% | 64.9%-4.1pp | 84.6%-23.8pp | 68.1%-7.3pp |
| Annual return | 24.22% | 1.62%+22.6pp | 61.98%-37.8pp | 4.54%+19.7pp |
| Employer contribution / active EE | $842 | $2,126-60.4% | $5,564-84.9% | $1,882-55.2% |
| Participant deferral / active EE | $2,084 | $2,258-7.7% | $4,895-57.4% | $3,022-31.0% |
| Admin fee / account holder | $1,044 | $766+36.4% | $11,611-91.0% | $592+76.6% |