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 | $26,423 | $49,922-47.1% | $80,569-67.2% | $75,163-64.8% |
| Participation rate | 22.2% | 55.3%-33.1pp | 67.0%-44.8pp | 67.2%-45.0pp |
| Annual return | 14.37% | 34.69%-20.3pp | 935.43%-921.1pp | 160.62%-146.2pp |
| Employer contribution / active EE | $670 | $1,698-60.6% | $2,723-75.4% | $2,670-74.9% |
| Participant deferral / active EE | $968 | $2,990-67.6% | $4,447-78.2% | $4,125-76.5% |
| Admin fee / account holder | $16,877 | $3,577+371.8% | $5,377+213.9% | $5,651+198.7% |