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 | $28,399 | $54,380-47.8% | $68,509-58.5% | $59,632-52.4% |
| Participation rate | 67.7% | 70.2%-2.4pp | 74.7%-7.0pp | 68.7%-0.9pp |
| Annual return | 110.03% | 2.83%+107.2pp | 8.27%+101.8pp | 2041.28%-1931.3pp |
| Employer contribution / active EE | $323 | $1,539-79.0% | $2,278-85.8% | $2,203-85.4% |
| Participant deferral / active EE | $1,799 | $2,643-31.9% | $3,382-46.8% | $3,192-43.6% |
| Admin fee / account holder | $3,099 | $3,885-20.2% | $5,275-41.3% | $4,297-27.9% |