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 | $18,789 | $85,202-77.9% | $172,739-89.1% | $72,985-74.3% |
| Participation rate | 44.9% | 70.1%-25.1pp | 82.6%-37.7pp | 69.5%-24.6pp |
| Annual return | 17.53% | 27.32%-9.8pp | 802.84%-785.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,094 | $3,324-67.1% | $5,143-78.7% | $2,440-55.2% |
| Participant deferral / active EE | $1,297 | $3,260-60.2% | $5,198-75.1% | $3,607-64.1% |
| Admin fee / account holder | $2,022 | $5,884-65.6% | $13,954-85.5% | $5,124-60.5% |