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 | $15,504 | $54,517-71.6% | $75,972-79.6% | $74,495-79.2% |
| Participation rate | 50.0% | 60.3%-10.3pp | 69.1%-19.1pp | 67.2%-17.2pp |
| Annual return | 11.80% | 31.82%-20.0pp | 359.55%-347.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $527 | $1,777-70.3% | $2,685-80.4% | $2,623-79.9% |
| Participant deferral / active EE | $1,352 | $3,066-55.9% | $4,255-68.2% | $4,346-68.9% |
| Admin fee / account holder | $949 | $2,229-57.4% | $6,467-85.3% | $1,942-51.1% |