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 | $17,659 | $27,915-36.7% | $58,482-69.8% | $75,163-76.5% |
| Participation rate | 23.5% | 38.8%-15.3pp | 50.9%-27.3pp | 67.2%-43.7pp |
| Annual return | 16.27% | 44.20%-27.9pp | 4239.32%-4223.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $433 | $669-35.3% | $1,053-58.9% | $2,670-83.8% |
| Participant deferral / active EE | $992 | $1,201-17.4% | $1,924-48.4% | $4,125-75.9% |
| Admin fee / account holder | $2,920 | $1,726+69.2% | $2,516+16.1% | $5,651-48.3% |