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 6-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 | $10,730 | $49,922-78.5% | $80,569-86.7% | $75,163-85.7% |
| Participation rate | 59.3% | 55.3%+4.0pp | 67.0%-7.7pp | 67.2%-7.9pp |
| Annual return | 15.64% | 34.69%-19.0pp | 935.43%-919.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $347 | $1,698-79.6% | $2,723-87.2% | $2,670-87.0% |
| Participant deferral / active EE | $1,261 | $2,990-57.8% | $4,447-71.7% | $4,125-69.4% |
| Admin fee / account holder | $593 | $3,577-83.4% | $5,377-89.0% | $5,651-89.5% |