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 | $17,680 | $107,015-83.5% | $73,545-76.0% | $147,584-88.0% |
| Participation rate | 37.5% | 66.4%-28.9pp | 54.9%-17.4pp | 82.8%-45.3pp |
| Annual return | 30.19% | 38.25%-8.1pp | -15.16%+45.3pp | 578.55%-548.4pp |
| Employer contribution / active EE | $704 | $1,760-60.0% | $1,219-42.3% | $4,876-85.6% |
| Participant deferral / active EE | $2,793 | $2,462+13.5% | $1,806+54.6% | $5,439-48.6% |
| Admin fee / account holder | $1,220 | $3,055-60.1% | $2,320-47.4% | $10,885-88.8% |