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 | $15,784 | $27,915-43.5% | $58,482-73.0% | $75,163-79.0% |
| Participation rate | 67.9% | 38.8%+29.0pp | 50.9%+17.0pp | 67.2%+0.7pp |
| Annual return | 20.27% | 44.20%-23.9pp | 4239.32%-4219.0pp | 160.62%-140.3pp |
| Employer contribution / active EE | $117 | $669-82.5% | $1,053-88.9% | $2,670-95.6% |
| Participant deferral / active EE | $2,824 | $1,201+135.1% | $1,924+46.8% | $4,125-31.5% |
| Admin fee / account holder | $1,681 | $1,726-2.6% | $2,516-33.2% | $5,651-70.2% |