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 | $33,178 | $31,310+6.0% | $53,898-38.4% | $74,304-55.3% |
| Participation rate | 18.1% | 30.7%-12.6pp | 55.0%-36.9pp | 60.3%-42.3pp |
| Annual return | 18.71% | 23.16%-4.5pp | 528.60%-509.9pp | 29.43%-10.7pp |
| Employer contribution / active EE | $203 | $450-54.8% | $932-78.2% | $2,241-90.9% |
| Participant deferral / active EE | $777 | $934-16.8% | $1,826-57.5% | $3,767-79.4% |
| Admin fee / account holder | $4,182 | $2,175+92.2% | $2,491+67.9% | $2,969+40.9% |