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 | $64,310 | $39,019+64.8% | $80,716-20.3% | $85,850-25.1% |
| Participation rate | 11.1% | 41.5%-30.4pp | 54.2%-43.1pp | 69.3%-58.2pp |
| Annual return | 15.29% | 26.27%-11.0pp | 87.28%-72.0pp | 318.53%-303.2pp |
| Employer contribution / active EE | $215 | $722-70.3% | $1,160-81.5% | $2,565-91.6% |
| Participant deferral / active EE | $791 | $1,326-40.4% | $2,146-63.1% | $3,952-80.0% |
| Admin fee / account holder | $484 | $2,431-80.1% | $3,380-85.7% | $6,260-92.3% |