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 | $33,875 | $34,308-1.3% | $74,701-54.7% | $72,985-53.6% |
| Participation rate | 55.6% | 42.4%+13.2pp | 54.5%+1.1pp | 69.5%-13.9pp |
| Annual return | 20.13% | 26.58%-6.4pp | 752.92%-732.8pp | 81.00%-60.9pp |
| Employer contribution / active EE | $191 | $692-72.4% | $1,084-82.4% | $2,440-92.2% |
| Participant deferral / active EE | $1,282 | $1,271+0.9% | $1,964-34.7% | $3,607-64.5% |
| Admin fee / account holder | $856 | $2,124-59.7% | $3,333-74.3% | $5,124-83.3% |