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 | $18,345 | $34,308-46.5% | $74,701-75.4% | $72,985-74.9% |
| Participation rate | 47.8% | 42.4%+5.4pp | 54.5%-6.7pp | 69.5%-21.7pp |
| Annual return | 17.83% | 26.58%-8.7pp | 752.92%-735.1pp | 81.00%-63.2pp |
| Employer contribution / active EE | $111 | $692-83.9% | $1,084-89.7% | $2,440-95.4% |
| Participant deferral / active EE | $1,114 | $1,271-12.4% | $1,964-43.3% | $3,607-69.1% |
| Admin fee / account holder | $1,204 | $2,124-43.3% | $3,333-63.9% | $5,124-76.5% |