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 | $46,265 | $34,308+34.9% | $74,701-38.1% | $72,985-36.6% |
| Participation rate | 39.7% | 42.4%-2.7pp | 54.5%-14.8pp | 69.5%-29.8pp |
| Annual return | 23.36% | 26.58%-3.2pp | 752.92%-729.6pp | 81.00%-57.6pp |
| Employer contribution / active EE | $217 | $692-68.6% | $1,084-79.9% | $2,440-91.1% |
| Participant deferral / active EE | $1,266 | $1,271-0.4% | $1,964-35.5% | $3,607-64.9% |
| Admin fee / account holder | $6,295 | $2,124+196.3% | $3,333+88.9% | $5,124+22.8% |