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 | $28,350 | $31,679-10.5% | $74,701-62.0% | $65,185-56.5% |
| Participation rate | 29.4% | 40.4%-10.9pp | 54.5%-25.0pp | 70.2%-40.8pp |
| Annual return | 20.02% | 39.04%-19.0pp | 752.92%-732.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $516 | $566-8.9% | $1,084-52.4% | $2,177-76.3% |
| Participant deferral / active EE | $588 | $1,191-50.6% | $1,964-70.0% | $3,514-83.3% |
| Admin fee / account holder | $2,245 | $379+492.7% | $3,333-32.6% | $847+165.1% |