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 | $15,663 | $52,953-70.4% | $172,739-90.9% | $65,185-76.0% |
| Participation rate | 34.3% | 66.2%-31.9pp | 82.6%-48.4pp | 70.2%-35.9pp |
| Annual return | 20.68% | 30.12%-9.4pp | 802.84%-782.2pp | 29.38%-8.7pp |
| Employer contribution / active EE | $336 | $2,190-84.7% | $5,143-93.5% | $2,177-84.6% |
| Participant deferral / active EE | $838 | $2,471-66.1% | $5,198-83.9% | $3,514-76.1% |
| Admin fee / account holder | $1,614 | $472+241.9% | $13,954-88.4% | $847+90.5% |