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 | $51,657 | $34,934+47.9% | $56,411-8.4% | $74,495-30.7% |
| Participation rate | 20.2% | 32.8%-12.7pp | 52.5%-32.3pp | 67.2%-47.0pp |
| Annual return | 14.41% | 25.94%-11.5pp | 1701.33%-1686.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $543 | $609-10.8% | $1,039-47.7% | $2,623-79.3% |
| Participant deferral / active EE | $1,006 | $1,170-14.1% | $1,952-48.5% | $4,346-76.9% |
| Admin fee / account holder | $977 | $2,364-58.7% | $2,829-65.5% | $1,942-49.7% |