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 | $6,487 | $29,660-78.1% | $56,411-88.5% | $80,856-92.0% |
| Participation rate | 53.6% | 41.6%+11.9pp | 52.5%+1.1pp | 67.6%-14.1pp |
| Annual return | 11.09% | 35.23%-24.1pp | 1701.33%-1690.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $925 | $669+38.2% | $1,039-10.9% | $2,755-66.4% |
| Participant deferral / active EE | $1,075 | $1,226-12.3% | $1,952-44.9% | $4,296-75.0% |
| Admin fee / account holder | $4,238 | $2,428+74.6% | $2,829+49.8% | $6,918-38.7% |