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 | $31,310-58.5% | $53,898-75.9% | $74,304-82.5% |
| Participation rate | 17.1% | 30.7%-13.6pp | 55.0%-37.9pp | 60.3%-43.3pp |
| Annual return | 43.58% | 23.16%+20.4pp | 528.60%-485.0pp | 29.43%+14.2pp |
| Employer contribution / active EE | $146 | $450-67.5% | $932-84.3% | $2,241-93.5% |
| Participant deferral / active EE | $616 | $934-34.1% | $1,826-66.3% | $3,767-83.7% |
| Admin fee / account holder | $746 | $2,175-65.7% | $2,491-70.0% | $2,969-74.9% |