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 | $23,804 | $110,502-78.5% | $80,716-70.5% | $167,490-85.8% |
| Participation rate | 60.0% | 64.0%-4.0pp | 54.2%+5.8pp | 82.1%-22.1pp |
| Annual return | 17.14% | 120.54%-103.4pp | 87.28%-70.1pp | 478.56%-461.4pp |
| Employer contribution / active EE | $609 | $1,543-60.6% | $1,160-47.5% | $4,837-87.4% |
| Participant deferral / active EE | $1,010 | $2,871-64.8% | $2,146-52.9% | $6,341-84.1% |
| Admin fee / account holder | $524 | $4,545-88.5% | $3,380-84.5% | $12,309-95.7% |