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 | $33,609 | $34,308-2.0% | $74,701-55.0% | $72,985-54.0% |
| Participation rate | 47.2% | 42.4%+4.8pp | 54.5%-7.2pp | 69.5%-22.3pp |
| Annual return | 22.14% | 26.58%-4.4pp | 752.92%-730.8pp | 81.00%-58.9pp |
| Employer contribution / active EE | $564 | $692-18.5% | $1,084-48.0% | $2,440-76.9% |
| Participant deferral / active EE | $2,259 | $1,271+77.7% | $1,964+15.1% | $3,607-37.4% |
| Admin fee / account holder | $511 | $2,124-75.9% | $3,333-84.7% | $5,124-90.0% |