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 | $21,030 | $34,308-38.7% | $74,701-71.8% | $72,985-71.2% |
| Participation rate | 62.9% | 42.4%+20.5pp | 54.5%+8.4pp | 69.5%-6.6pp |
| Annual return | 49.51% | 26.58%+22.9pp | 752.92%-703.4pp | 81.00%-31.5pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,000 | $1,271+57.3% | $1,964+1.8% | $3,607-44.6% |
| Admin fee / account holder | $591 | $2,124-72.2% | $3,333-82.3% | $5,124-88.5% |