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 | $16,552 | $56,114-70.5% | $96,139-82.8% | $85,850-80.7% |
| Participation rate | 39.2% | 56.7%-17.5pp | 68.4%-29.2pp | 69.3%-30.1pp |
| Annual return | 70.58% | 42.30%+28.3pp | 191.94%-121.4pp | 318.53%-248.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,490 | $2,859+22.0% | $4,349-19.8% | $3,952-11.7% |
| Admin fee / account holder | $610 | $3,768-83.8% | $5,537-89.0% | $6,260-90.3% |