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 | $60,523 | $65,409-7.5% | $98,442-38.5% | $85,850-29.5% |
| Participation rate | 23.3% | 65.0%-41.7pp | 73.3%-50.0pp | 69.3%-46.0pp |
| Annual return | 14.39% | 21.76%-7.4pp | 1492.73%-1478.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $252 | $2,168-88.4% | $2,960-91.5% | $2,565-90.2% |
| Participant deferral / active EE | $2,524 | $3,166-20.3% | $4,276-41.0% | $3,952-36.1% |
| Admin fee / account holder | $583 | $4,593-87.3% | $5,949-90.2% | $6,260-90.7% |