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 | $13,557 | $34,934-61.2% | $56,411-76.0% | $74,495-81.8% |
| Participation rate | 17.7% | 32.8%-15.1pp | 52.5%-34.8pp | 67.2%-49.5pp |
| Annual return | 12.49% | 25.94%-13.4pp | 1701.33%-1688.8pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $314 | $609-48.4% | $1,039-69.8% | $2,623-88.0% |
| Participant deferral / active EE | $916 | $1,170-21.8% | $1,952-53.1% | $4,346-78.9% |
| Admin fee / account holder | $2,237 | $2,364-5.4% | $2,829-20.9% | $1,942+15.2% |