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 | $25,007 | $107,015-76.6% | $73,545-66.0% | $147,584-83.1% |
| Participation rate | 31.8% | 66.4%-34.6pp | 54.9%-23.1pp | 82.8%-51.0pp |
| Annual return | 25.35% | 38.25%-12.9pp | -15.16%+40.5pp | 578.55%-553.2pp |
| Employer contribution / active EE | $637 | $1,760-63.8% | $1,219-47.7% | $4,876-86.9% |
| Participant deferral / active EE | $2,239 | $2,462-9.0% | $1,806+24.0% | $5,439-58.8% |
| Admin fee / account holder | $342 | $3,055-88.8% | $2,320-85.3% | $10,885-96.9% |