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 | $24,569 | $55,415-55.7% | $155,509-84.2% | $74,495-67.0% |
| Participation rate | 32.7% | 61.9%-29.2pp | 78.2%-45.5pp | 67.2%-34.5pp |
| Annual return | 13.40% | 268.50%-255.1pp | 64.67%-51.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $622 | $2,267-72.6% | $4,672-86.7% | $2,623-76.3% |
| Participant deferral / active EE | $1,477 | $2,836-47.9% | $5,626-73.8% | $4,346-66.0% |
| Admin fee / account holder | $2,862 | $1,738+64.7% | $15,912-82.0% | $1,942+47.4% |