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 | $33,367 | $34,308-2.7% | $74,701-55.3% | $72,985-54.3% |
| Participation rate | 43.3% | 42.4%+0.9pp | 54.5%-11.2pp | 69.5%-26.2pp |
| Annual return | 23.22% | 26.58%-3.4pp | 752.92%-729.7pp | 81.00%-57.8pp |
| Employer contribution / active EE | $543 | $692-21.6% | $1,084-49.9% | $2,440-77.8% |
| Participant deferral / active EE | $846 | $1,271-33.5% | $1,964-56.9% | $3,607-76.5% |
| Admin fee / account holder | $2,498 | $2,124+17.6% | $3,333-25.1% | $5,124-51.3% |