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 | $25,970 | $91,190-71.5% | $178,490-85.5% | $79,858-67.5% |
| Participation rate | 46.8% | 69.2%-22.4pp | 81.9%-35.1pp | 69.6%-22.9pp |
| Annual return | 24.06% | 24.19%-0.1pp | 151.07%-127.0pp | 31.71%-7.7pp |
| Employer contribution / active EE | $507 | $3,256-84.4% | $5,011-89.9% | $2,471-79.5% |
| Participant deferral / active EE | $914 | $3,236-71.8% | $5,202-82.4% | $3,740-75.6% |
| Admin fee / account holder | $1,085 | $6,751-83.9% | $13,984-92.2% | $5,306-79.6% |