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 | $16,881 | $107,015-84.2% | $73,545-77.0% | $147,584-88.6% |
| Participation rate | 62.5% | 66.4%-3.9pp | 54.9%+7.6pp | 82.8%-20.3pp |
| Annual return | 23.44% | 38.25%-14.8pp | -15.16%+38.6pp | 578.55%-555.1pp |
| Employer contribution / active EE | $760 | $1,760-56.8% | $1,219-37.7% | $4,876-84.4% |
| Participant deferral / active EE | $2,913 | $2,462+18.4% | $1,806+61.3% | $5,439-46.4% |
| Admin fee / account holder | $413 | $3,055-86.5% | $2,320-82.2% | $10,885-96.2% |