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 | $19,557 | $58,208-66.4% | $81,812-76.1% | $80,856-75.8% |
| Participation rate | 25.4% | 63.4%-38.0pp | 72.3%-46.9pp | 67.6%-42.2pp |
| Annual return | 19.63% | 41.66%-22.0pp | 773.79%-754.2pp | 35.59%-16.0pp |
| Employer contribution / active EE | $677 | $2,340-71.1% | $2,912-76.7% | $2,755-75.4% |
| Participant deferral / active EE | $1,127 | $3,281-65.6% | $4,319-73.9% | $4,296-73.8% |
| Admin fee / account holder | $7,416 | $4,981+48.9% | $7,386+0.4% | $6,918+7.2% |