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 | $21,685 | $41,078-47.2% | $80,569-73.1% | $71,457-69.7% |
| Participation rate | 22.9% | 50.2%-27.3pp | 67.0%-44.1pp | 67.9%-45.0pp |
| Annual return | 17.86% | 38.45%-20.6pp | 935.43%-917.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $304 | $1,506-79.8% | $2,723-88.8% | $2,588-88.3% |
| Participant deferral / active EE | $901 | $2,699-66.6% | $4,447-79.7% | $4,289-79.0% |
| Admin fee / account holder | $1,961 | $1,840+6.6% | $5,377-63.5% | $1,587+23.5% |