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 | $24,153 | $104,106-76.8% | $71,086-66.0% | $135,375-82.2% |
| Participation rate | 28.6% | 65.7%-37.1pp | 54.7%-26.1pp | 82.6%-54.1pp |
| Annual return | 0.44% | 1256.30%-1255.9pp | 650.59%-650.1pp | 519.73%-519.3pp |
| Employer contribution / active EE | $808 | $1,485-45.6% | $1,088-25.7% | $4,779-83.1% |
| Participant deferral / active EE | $3,296 | $2,527+30.4% | $1,874+75.8% | $5,609-41.2% |
| Admin fee / account holder | $540 | $4,142-87.0% | $3,082-82.5% | $10,827-95.0% |