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 | $26,285 | $30,400-13.5% | $53,898-51.2% | $84,808-69.0% |
| Participation rate | 23.7% | 46.4%-22.7pp | 55.0%-31.2pp | 68.3%-44.6pp |
| Annual return | 17.07% | 500.19%-483.1pp | 528.60%-511.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,920 | $1,199+60.2% | $1,826+5.1% | $4,212-54.4% |
| Admin fee / account holder | $1,979 | $1,993-0.7% | $2,491-20.6% | $7,344-73.1% |