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 | $17,819 | $49,922-64.3% | $80,569-77.9% | $75,163-76.3% |
| Participation rate | 36.6% | 55.3%-18.7pp | 67.0%-30.4pp | 67.2%-30.6pp |
| Annual return | 14.79% | 34.69%-19.9pp | 935.43%-920.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $576 | $1,698-66.1% | $2,723-78.9% | $2,670-78.4% |
| Participant deferral / active EE | $1,221 | $2,990-59.2% | $4,447-72.5% | $4,125-70.4% |
| Admin fee / account holder | $545 | $3,577-84.8% | $5,377-89.9% | $5,651-90.4% |