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 | $20,036 | $110,502-81.9% | $80,716-75.2% | $167,490-88.0% |
| Participation rate | 22.2% | 64.0%-41.7pp | 54.2%-31.9pp | 82.1%-59.9pp |
| Annual return | 9.79% | 120.54%-110.7pp | 87.28%-77.5pp | 478.56%-468.8pp |
| Employer contribution / active EE | $223 | $1,543-85.5% | $1,160-80.7% | $4,837-95.4% |
| Participant deferral / active EE | $706 | $2,871-75.4% | $2,146-67.1% | $6,341-88.9% |
| Admin fee / account holder | $2,313 | $4,545-49.1% | $3,380-31.6% | $12,309-81.2% |