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 5-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 | $29,378 | $34,308-14.4% | $74,701-60.7% | $72,985-59.7% |
| Participation rate | 57.7% | 42.4%+15.3pp | 54.5%+3.2pp | 69.5%-11.8pp |
| Annual return | 21.71% | 26.58%-4.9pp | 752.92%-731.2pp | 81.00%-59.3pp |
| Employer contribution / active EE | $563 | $692-18.5% | $1,084-48.0% | $2,440-76.9% |
| Participant deferral / active EE | $1,025 | $1,271-19.4% | $1,964-47.8% | $3,607-71.6% |
| Admin fee / account holder | $443 | $2,124-79.1% | $3,333-86.7% | $5,124-91.4% |