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 | $27,411 | $27,839-1.5% | $58,482-53.1% | $71,457-61.6% |
| Participation rate | 22.2% | 34.5%-12.3pp | 50.9%-28.6pp | 67.9%-45.7pp |
| Annual return | 17.16% | 26.81%-9.7pp | 4239.32%-4222.2pp | 28.85%-11.7pp |
| Employer contribution / active EE | $200 | $631-68.4% | $1,053-81.1% | $2,588-92.3% |
| Participant deferral / active EE | $866 | $1,206-28.2% | $1,924-55.0% | $4,289-79.8% |
| Admin fee / account holder | $4,238 | $1,641+158.3% | $2,516+68.5% | $1,587+167.0% |