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 | $22,129 | $58,694-62.3% | $142,863-84.5% | $85,850-74.2% |
| Participation rate | 51.4% | 58.5%-7.1pp | 71.9%-20.5pp | 69.3%-17.9pp |
| Annual return | 12.26% | 27.72%-15.5pp | 5637.54%-5625.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $823 | $1,423-42.1% | $4,144-80.1% | $2,565-67.9% |
| Participant deferral / active EE | $3,292 | $2,607+26.3% | $3,837-14.2% | $3,952-16.7% |
| Admin fee / account holder | $621 | $4,239-85.3% | $6,560-90.5% | $6,260-90.1% |