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 | $51,124 | $56,629-9.7% | $77,999-34.5% | $55,167-7.3% |
| Participation rate | 39.0% | 73.3%-34.3pp | 75.5%-36.5pp | 69.0%-30.0pp |
| Annual return | 8.47% | 2866.98%-2858.5pp | 425.96%-417.5pp | 169.23%-160.8pp |
| Employer contribution / active EE | $508 | $1,723-70.5% | $2,470-79.5% | $1,963-74.1% |
| Participant deferral / active EE | $2,072 | $2,777-25.4% | $3,497-40.7% | $3,054-32.2% |
| Admin fee / account holder | $2,210 | $467+373.8% | $5,480-59.7% | $504+338.7% |