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 | $17,979 | $30,615-41.3% | $74,701-75.9% | - |
| Participation rate | 23.2% | 43.6%-20.4pp | 54.5%-31.2pp | - |
| Annual return | 18.41% | 14.02%+4.4pp | 752.92%-734.5pp | - |
| Employer contribution / active EE | $452 | $1,331-66.1% | $1,084-58.3% | - |
| Participant deferral / active EE | $1,117 | $1,056+5.8% | $1,964-43.1% | - |
| Admin fee / account holder | $301 | $2,499-87.9% | $3,333-91.0% | - |