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 | $56,347 | $27,915+101.8% | $58,482-3.7% | $75,163-25.0% |
| Participation rate | 19.3% | 38.8%-19.5pp | 50.9%-31.6pp | 67.2%-47.9pp |
| Annual return | 16.74% | 44.20%-27.5pp | 4239.32%-4222.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $221 | $669-66.9% | $1,053-79.0% | $2,670-91.7% |
| Participant deferral / active EE | $511 | $1,201-57.5% | $1,924-73.5% | $4,125-87.6% |
| Admin fee / account holder | $2,141 | $1,726+24.1% | $2,516-14.9% | $5,651-62.1% |