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 | $27,321 | $34,308-20.4% | $74,701-63.4% | $72,985-62.6% |
| Participation rate | 33.3% | 42.4%-9.1pp | 54.5%-21.1pp | 69.5%-36.2pp |
| Annual return | 24.43% | 26.58%-2.1pp | 752.92%-728.5pp | 81.00%-56.6pp |
| Employer contribution / active EE | $704 | $692+1.8% | $1,084-35.0% | $2,440-71.1% |
| Participant deferral / active EE | $1,613 | $1,271+26.8% | $1,964-17.9% | $3,607-55.3% |
| Admin fee / account holder | $459 | $2,124-78.4% | $3,333-86.2% | $5,124-91.1% |