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 | $26,749 | $48,795-45.2% | $65,493-59.2% | $84,808-68.5% |
| Participation rate | 24.2% | 67.0%-42.7pp | 73.1%-48.9pp | 68.3%-44.1pp |
| Annual return | 11.94% | 20.20%-8.3pp | 982.45%-970.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $681 | $1,930-64.7% | $2,574-73.5% | $2,631-74.1% |
| Participant deferral / active EE | $1,023 | $2,928-65.1% | $3,961-74.2% | $4,212-75.7% |
| Admin fee / account holder | $332 | $3,877-91.4% | $5,028-93.4% | $7,344-95.5% |