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 | $31,212 | $34,934-10.7% | $56,411-44.7% | $74,495-58.1% |
| Participation rate | 28.2% | 32.8%-4.6pp | 52.5%-24.2pp | 67.2%-39.0pp |
| Annual return | 11.40% | 25.94%-14.5pp | 1701.33%-1689.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $634 | $609+4.1% | $1,039-38.9% | $2,623-75.8% |
| Participant deferral / active EE | $965 | $1,170-17.5% | $1,952-50.5% | $4,346-77.8% |
| Admin fee / account holder | $3,556 | $2,364+50.4% | $2,829+25.7% | $1,942+83.1% |