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 | $22,764 | $76,000-70.0% | $154,107-85.2% | $64,186-64.5% |
| Participation rate | 38.1% | 70.4%-32.3pp | 83.0%-44.9pp | 69.6%-31.5pp |
| Annual return | 42.19% | 30.32%+11.9pp | 735.12%-692.9pp | 7.63%+34.6pp |
| Employer contribution / active EE | $1,431 | $3,351-57.3% | $5,298-73.0% | $2,381-39.9% |
| Participant deferral / active EE | $3,110 | $3,175-2.0% | $5,081-38.8% | $3,470-10.4% |
| Admin fee / account holder | $496 | $5,596-91.1% | $13,411-96.3% | $4,888-89.8% |