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 | $21,749 | $60,124-63.8% | $90,404-75.9% | $79,858-72.8% |
| Participation rate | 44.3% | 65.0%-20.7pp | 72.7%-28.4pp | 69.6%-25.3pp |
| Annual return | 27.26% | 71.94%-44.7pp | 1293.02%-1265.8pp | 31.71%-4.5pp |
| Employer contribution / active EE | $210 | $2,068-89.8% | $3,262-93.6% | $2,471-91.5% |
| Participant deferral / active EE | $1,561 | $2,938-46.9% | $3,963-60.6% | $3,740-58.3% |
| Admin fee / account holder | $353 | $3,976-91.1% | $5,611-93.7% | $5,306-93.3% |