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 | $23,566 | $70,428-66.5% | $96,562-75.6% | $85,850-72.5% |
| Participation rate | 40.0% | 61.8%-21.8pp | 69.8%-29.8pp | 69.3%-29.3pp |
| Annual return | 17.59% | 18.59%-1.0pp | 37.78%-20.2pp | 318.53%-300.9pp |
| Employer contribution / active EE | $377 | $1,413-73.3% | $2,356-84.0% | $2,565-85.3% |
| Participant deferral / active EE | $1,797 | $2,894-37.9% | $3,849-53.3% | $3,952-54.5% |
| Admin fee / account holder | $444 | $4,997-91.1% | $6,181-92.8% | $6,260-92.9% |