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 | $28,848 | $29,660-2.7% | $56,411-48.9% | $80,856-64.3% |
| Participation rate | 22.9% | 41.6%-18.8pp | 52.5%-29.6pp | 67.6%-44.8pp |
| Annual return | 17.45% | 35.23%-17.8pp | 1701.33%-1683.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $996 | $669+48.8% | $1,039-4.1% | $2,755-63.8% |
| Participant deferral / active EE | $1,112 | $1,226-9.3% | $1,952-43.0% | $4,296-74.1% |
| Admin fee / account holder | $5,607 | $2,428+131.0% | $2,829+98.2% | $6,918-18.9% |