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 | $59,879 | $27,915+114.5% | $58,482+2.4% | $75,163-20.3% |
| Participation rate | 19.4% | 38.8%-19.5pp | 50.9%-31.5pp | 67.2%-47.8pp |
| Annual return | 18.65% | 44.20%-25.6pp | 4239.32%-4220.7pp | 160.62%-142.0pp |
| Employer contribution / active EE | $336 | $669-49.7% | $1,053-68.1% | $2,670-87.4% |
| Participant deferral / active EE | $1,403 | $1,201+16.8% | $1,924-27.1% | $4,125-66.0% |
| Admin fee / account holder | $5,049 | $1,726+192.6% | $2,516+100.7% | $5,651-10.7% |