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 | $16,650 | $39,019-57.3% | $80,716-79.4% | $85,850-80.6% |
| Participation rate | 12.5% | 41.5%-29.0pp | 54.2%-41.7pp | 69.3%-56.8pp |
| Annual return | 12.83% | 26.27%-13.4pp | 87.28%-74.4pp | 318.53%-305.7pp |
| Employer contribution / active EE | $177 | $722-75.5% | $1,160-84.7% | $2,565-93.1% |
| Participant deferral / active EE | $336 | $1,326-74.6% | $2,146-84.3% | $3,952-91.5% |
| Admin fee / account holder | $4,134 | $2,431+70.1% | $3,380+22.3% | $6,260-34.0% |