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 | $38,706 | $39,019-0.8% | $80,716-52.0% | $85,850-54.9% |
| Participation rate | 34.5% | 41.5%-7.0pp | 54.2%-19.6pp | 69.3%-34.8pp |
| Annual return | 11.38% | 26.27%-14.9pp | 87.28%-75.9pp | 318.53%-307.1pp |
| Employer contribution / active EE | $298 | $722-58.7% | $1,160-74.3% | $2,565-88.4% |
| Participant deferral / active EE | $608 | $1,326-54.2% | $2,146-71.7% | $3,952-84.6% |
| Admin fee / account holder | $645 | $2,431-73.5% | $3,380-80.9% | $6,260-89.7% |