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 | $27,508 | $34,934-21.3% | $56,411-51.2% | $74,495-63.1% |
| Participation rate | 22.3% | 32.8%-10.5pp | 52.5%-30.2pp | 67.2%-44.9pp |
| Annual return | 19.21% | 25.94%-6.7pp | 1701.33%-1682.1pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $515 | $609-15.4% | $1,039-50.4% | $2,623-80.3% |
| Participant deferral / active EE | $1,144 | $1,170-2.3% | $1,952-41.4% | $4,346-73.7% |
| Admin fee / account holder | $864 | $2,364-63.5% | $2,829-69.5% | $1,942-55.5% |