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 | $22,297 | $27,915-20.1% | $58,482-61.9% | $75,163-70.3% |
| Participation rate | 29.2% | 38.8%-9.7pp | 50.9%-21.7pp | 67.2%-38.0pp |
| Annual return | 17.44% | 44.20%-26.8pp | 4239.32%-4221.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $390 | $669-41.7% | $1,053-63.0% | $2,670-85.4% |
| Participant deferral / active EE | $598 | $1,201-50.2% | $1,924-68.9% | $4,125-85.5% |
| Admin fee / account holder | $327 | $1,726-81.1% | $2,516-87.0% | $5,651-94.2% |