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 | $15,438 | $60,124-74.3% | $90,404-82.9% | $79,858-80.7% |
| Participation rate | 34.8% | 65.0%-30.2pp | 72.7%-37.9pp | 69.6%-34.8pp |
| Annual return | 13.85% | 71.94%-58.1pp | 1293.02%-1279.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $425 | $2,068-79.4% | $3,262-87.0% | $2,471-82.8% |
| Participant deferral / active EE | $1,079 | $2,938-63.3% | $3,963-72.8% | $3,740-71.1% |
| Admin fee / account holder | $728 | $3,976-81.7% | $5,611-87.0% | $5,306-86.3% |