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 | $29,740 | $70,606-57.9% | $53,898-44.8% | $142,382-79.1% |
| Participation rate | 35.7% | 63.7%-28.0pp | 55.0%-19.2pp | 80.1%-44.4pp |
| Annual return | 11.22% | 619.81%-608.6pp | 528.60%-517.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $643 | $1,202-46.5% | $932-31.1% | $4,299-85.1% |
| Participant deferral / active EE | $1,084 | $2,364-54.1% | $1,826-40.6% | $6,507-83.3% |
| Admin fee / account holder | $4,780 | $2,852+67.6% | $2,491+91.9% | $12,624-62.1% |