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 | $41,455 | $54,517-24.0% | $75,972-45.4% | $74,495-44.4% |
| Participation rate | 22.3% | 60.3%-38.0pp | 69.1%-46.7pp | 67.2%-44.9pp |
| Annual return | 12.34% | 31.82%-19.5pp | 359.55%-347.2pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $471 | $1,777-73.5% | $2,685-82.5% | $2,623-82.1% |
| Participant deferral / active EE | $1,011 | $3,066-67.0% | $4,255-76.2% | $4,346-76.7% |
| Admin fee / account holder | $2,001 | $2,229-10.2% | $6,467-69.1% | $1,942+3.0% |