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 | $8,529 | $30,588-72.1% | $53,898-84.2% | $85,563-90.0% |
| Participation rate | 12.5% | 26.3%-13.8pp | 55.0%-42.5pp | 66.0%-53.5pp |
| Annual return | 16.52% | 50.42%-33.9pp | 528.60%-512.1pp | 31.51%-15.0pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $241 | $848-71.5% | $1,826-86.8% | $4,375-94.5% |
| Admin fee / account holder | $1,562 | $1,879-16.9% | $2,491-37.3% | $834+87.2% |