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 | $45,647 | $34,308+33.0% | $74,701-38.9% | $72,985-37.5% |
| Participation rate | 26.7% | 42.4%-15.7pp | 54.5%-27.8pp | 69.5%-42.8pp |
| Annual return | 21.45% | 26.58%-5.1pp | 752.92%-731.5pp | 81.00%-59.6pp |
| Employer contribution / active EE | $193 | $692-72.0% | $1,084-82.2% | $2,440-92.1% |
| Participant deferral / active EE | $737 | $1,271-42.1% | $1,964-62.5% | $3,607-79.6% |
| Admin fee / account holder | $728 | $2,124-65.7% | $3,333-78.1% | $5,124-85.8% |