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 | $24,565 | $52,953-53.6% | $172,739-85.8% | $65,185-62.3% |
| Participation rate | 53.5% | 66.2%-12.7pp | 82.6%-29.2pp | 70.2%-16.7pp |
| Annual return | 23.78% | 30.12%-6.3pp | 802.84%-779.1pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,030 | $2,190-53.0% | $5,143-80.0% | $2,177-52.7% |
| Participant deferral / active EE | $2,029 | $2,471-17.9% | $5,198-61.0% | $3,514-42.3% |
| Admin fee / account holder | $2,569 | $472+444.4% | $13,954-81.6% | $847+203.3% |