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 | $13,845 | $34,934-60.4% | $56,411-75.5% | $74,495-81.4% |
| Participation rate | 50.0% | 32.8%+17.2pp | 52.5%-2.5pp | 67.2%-17.2pp |
| Annual return | 10.94% | 25.94%-15.0pp | 1701.33%-1690.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $475 | $609-22.1% | $1,039-54.3% | $2,623-81.9% |
| Participant deferral / active EE | $1,156 | $1,170-1.2% | $1,952-40.8% | $4,346-73.4% |
| Admin fee / account holder | $2,424 | $2,364+2.6% | $2,829-14.3% | $1,942+24.8% |