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 | $22,866 | $34,934-34.5% | $56,411-59.5% | $74,495-69.3% |
| Participation rate | 15.3% | 32.8%-17.5pp | 52.5%-37.2pp | 67.2%-51.9pp |
| Annual return | 11.84% | 25.94%-14.1pp | 1701.33%-1689.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $350 | $609-42.6% | $1,039-66.3% | $2,623-86.7% |
| Participant deferral / active EE | $676 | $1,170-42.3% | $1,952-65.4% | $4,346-84.5% |
| Admin fee / account holder | $11,355 | $2,364+380.4% | $2,829+301.4% | $1,942+484.8% |