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 | $26,236 | $85,202-69.2% | $172,739-84.8% | $72,985-64.1% |
| Participation rate | 43.9% | 70.1%-26.2pp | 82.6%-38.7pp | 69.5%-25.6pp |
| Annual return | 31.62% | 27.32%+4.3pp | 802.84%-771.2pp | 81.00%-49.4pp |
| Employer contribution / active EE | $866 | $3,324-74.0% | $5,143-83.2% | $2,440-64.5% |
| Participant deferral / active EE | $1,463 | $3,260-55.1% | $5,198-71.9% | $3,607-59.4% |
| Admin fee / account holder | $1,304 | $5,884-77.8% | $13,954-90.7% | $5,124-74.5% |