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 | $10,446 | $27,839-62.5% | $58,482-82.1% | $71,457-85.4% |
| Participation rate | 17.6% | 34.5%-17.0pp | 50.9%-33.3pp | 67.9%-50.4pp |
| Annual return | 31.54% | 26.81%+4.7pp | 4239.32%-4207.8pp | 28.85%+2.7pp |
| Employer contribution / active EE | $285 | $631-54.8% | $1,053-72.9% | $2,588-89.0% |
| Participant deferral / active EE | $626 | $1,206-48.1% | $1,924-67.5% | $4,289-85.4% |
| Admin fee / account holder | $412 | $1,641-74.9% | $2,516-83.6% | $1,587-74.0% |