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 | $35,911 | $26,114+37.5% | $58,482-38.6% | $74,419-51.7% |
| Participation rate | 20.9% | 32.1%-11.2pp | 50.9%-30.0pp | 70.7%-49.8pp |
| Annual return | 16.28% | 32.51%-16.2pp | 4239.32%-4223.0pp | 34.38%-18.1pp |
| Employer contribution / active EE | $363 | $536-32.2% | $1,053-65.5% | $2,637-86.2% |
| Participant deferral / active EE | $586 | $1,075-45.4% | $1,924-69.5% | $4,528-87.1% |
| Admin fee / account holder | $1,184 | $649+82.4% | $2,516-52.9% | $348+240.3% |