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 | $21,454 | $39,019-45.0% | $80,716-73.4% | $85,850-75.0% |
| Participation rate | 20.2% | 41.5%-21.3pp | 54.2%-33.9pp | 69.3%-49.1pp |
| Annual return | 12.27% | 26.27%-14.0pp | 87.28%-75.0pp | 318.53%-306.3pp |
| Employer contribution / active EE | $535 | $722-25.9% | $1,160-53.9% | $2,565-79.1% |
| Participant deferral / active EE | $984 | $1,326-25.8% | $2,146-54.1% | $3,952-75.1% |
| Admin fee / account holder | $9,106 | $2,431+274.6% | $3,380+169.4% | $6,260+45.5% |