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 | $15,854 | $65,409-75.8% | $98,442-83.9% | $85,850-81.5% |
| Participation rate | 57.1% | 65.0%-7.9pp | 73.3%-16.2pp | 69.3%-12.2pp |
| Annual return | 16.36% | 21.76%-5.4pp | 1492.73%-1476.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $499 | $2,168-77.0% | $2,960-83.1% | $2,565-80.5% |
| Participant deferral / active EE | $1,352 | $3,166-57.3% | $4,276-68.4% | $3,952-65.8% |
| Admin fee / account holder | $760 | $4,593-83.5% | $5,949-87.2% | $6,260-87.9% |