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 | $39,279 | $34,308+14.5% | $74,701-47.4% | $72,985-46.2% |
| Participation rate | 14.6% | 42.4%-27.8pp | 54.5%-39.8pp | 69.5%-54.9pp |
| Annual return | 19.97% | 26.58%-6.6pp | 752.92%-733.0pp | 81.00%-61.0pp |
| Employer contribution / active EE | $285 | $692-58.8% | $1,084-73.7% | $2,440-88.3% |
| Participant deferral / active EE | $636 | $1,271-50.0% | $1,964-67.6% | $3,607-82.4% |
| Admin fee / account holder | $493 | $2,124-76.8% | $3,333-85.2% | $5,124-90.4% |