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 | $22,569 | $55,415-59.3% | $155,509-85.5% | $74,495-69.7% |
| Participation rate | 44.7% | 61.9%-17.2pp | 78.2%-33.4pp | 67.2%-22.5pp |
| Annual return | 22.13% | 268.50%-246.4pp | 64.67%-42.5pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $1,143 | $2,267-49.6% | $4,672-75.5% | $2,623-56.4% |
| Participant deferral / active EE | $1,720 | $2,836-39.4% | $5,626-69.4% | $4,346-60.4% |
| Admin fee / account holder | $535 | $1,738-69.2% | $15,912-96.6% | $1,942-72.4% |