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 | $28,488 | $102,604-72.2% | $86,188-66.9% | $139,434-79.6% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 13.78% | 1922.51%-1908.7pp | 1168.45%-1154.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $858 | $3,032-71.7% | $2,380-64.0% | $4,751-81.9% |
| Participant deferral / active EE | $2,131 | $4,676-54.4% | $3,985-46.5% | $6,710-68.2% |
| Admin fee / account holder | $11,364 | $8,657+31.3% | $6,852+65.9% | $11,403-0.3% |