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 | $24,169 | $31,310-22.8% | $53,898-55.2% | $74,304-67.5% |
| Participation rate | 15.6% | 30.7%-15.1pp | 55.0%-39.4pp | 60.3%-44.7pp |
| Annual return | 18.01% | 23.16%-5.1pp | 528.60%-510.6pp | 29.43%-11.4pp |
| Employer contribution / active EE | $214 | $450-52.5% | $932-77.1% | $2,241-90.5% |
| Participant deferral / active EE | $513 | $934-45.1% | $1,826-71.9% | $3,767-86.4% |
| Admin fee / account holder | $1,015 | $2,175-53.3% | $2,491-59.2% | $2,969-65.8% |