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 | $12,994 | $29,051-55.3% | $52,425-75.2% | $67,986-80.9% |
| Participation rate | 17.1% | 30.4%-13.4pp | 55.6%-38.5pp | 57.2%-40.1pp |
| Annual return | 43.58% | 24.00%+19.6pp | 302.12%-258.5pp | 31.67%+11.9pp |
| Employer contribution / active EE | $146 | $412-64.5% | $914-84.0% | $2,019-92.8% |
| Participant deferral / active EE | $616 | $873-29.5% | $1,790-65.6% | $3,358-81.7% |
| Admin fee / account holder | $746 | $2,113-64.7% | $2,495-70.1% | $3,203-76.7% |