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 | $18,128 | $34,308-47.2% | $74,701-75.7% | $72,985-75.2% |
| Participation rate | 44.1% | 42.4%+1.7pp | 54.5%-10.4pp | 69.5%-25.4pp |
| Annual return | 19.63% | 26.58%-6.9pp | 752.92%-733.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $531 | $1,271-58.2% | $1,964-72.9% | $3,607-85.3% |
| Admin fee / account holder | $771 | $2,124-63.7% | $3,333-76.9% | $5,124-85.0% |