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 | $13,845 | $60,124-77.0% | $90,404-84.7% | $79,858-82.7% |
| Participation rate | 52.0% | 65.0%-13.0pp | 72.7%-20.7pp | 69.6%-17.6pp |
| Annual return | 15.98% | 71.94%-56.0pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $616 | $2,068-70.2% | $3,262-81.1% | $2,471-75.1% |
| Participant deferral / active EE | $1,156 | $2,938-60.6% | $3,963-70.8% | $3,740-69.1% |
| Admin fee / account holder | $2,798 | $3,976-29.6% | $5,611-50.1% | $5,306-47.3% |