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 | $24,414 | $60,323-59.5% | $81,812-70.2% | $74,495-67.2% |
| Participation rate | 36.7% | 62.9%-26.2pp | 72.3%-35.7pp | 67.2%-30.5pp |
| Annual return | 20.41% | 16.90%+3.5pp | 773.79%-753.4pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $913 | $2,620-65.2% | $2,912-68.7% | $2,623-65.2% |
| Participant deferral / active EE | $1,349 | $3,387-60.2% | $4,319-68.8% | $4,346-69.0% |
| Admin fee / account holder | $3,335 | $1,486+124.4% | $7,386-54.9% | $1,942+71.7% |