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 | $25,848 | $155,788-83.4% | $124,672-79.3% | $167,490-84.6% |
| Participation rate | 52.2% | 81.1%-28.9pp | 74.6%-22.4pp | 82.1%-29.9pp |
| Annual return | 15.53% | 17.97%-2.4pp | 5142.93%-5127.4pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,343 | $4,163-67.7% | $3,324-59.6% | $4,837-72.2% |
| Participant deferral / active EE | $2,061 | $5,673-63.7% | $4,614-55.3% | $6,341-67.5% |
| Admin fee / account holder | $655 | $9,531-93.1% | $7,493-91.3% | $12,309-94.7% |