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 | $23,034 | $104,106-77.9% | $71,086-67.6% | $135,375-83.0% |
| Participation rate | 52.6% | 65.7%-13.0pp | 54.7%-2.0pp | 82.6%-30.0pp |
| Annual return | 4.47% | 1256.30%-1251.8pp | 650.59%-646.1pp | 519.73%-515.3pp |
| Employer contribution / active EE | $1,822 | $1,485+22.7% | $1,088+67.5% | $4,779-61.9% |
| Participant deferral / active EE | $1,116 | $2,527-55.9% | $1,874-40.5% | $5,609-80.1% |
| Admin fee / account holder | $925 | $4,142-77.7% | $3,082-70.0% | $10,827-91.5% |