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 | $15,361 | $37,426-59.0% | $77,482-80.2% | $79,858-80.8% |
| Participation rate | 67.9% | 41.5%+26.3pp | 54.2%+13.7pp | 69.6%-1.8pp |
| Annual return | 13.58% | 39.70%-26.1pp | 54.79%-41.2pp | 31.71%-18.1pp |
| Employer contribution / active EE | $116 | $637-81.9% | $986-88.3% | $2,471-95.3% |
| Participant deferral / active EE | $584 | $1,260-53.7% | $1,861-68.6% | $3,740-84.4% |
| Admin fee / account holder | $1,178 | $2,504-52.9% | $2,858-58.8% | $5,306-77.8% |