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 | $21,820 | $66,124-67.0% | $90,404-75.9% | $73,488-70.3% |
| Participation rate | 34.1% | 69.7%-35.5pp | 72.7%-38.6pp | 70.7%-36.6pp |
| Annual return | 15.29% | 17.65%-2.4pp | 1293.02%-1277.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $502 | $2,346-78.6% | $3,262-84.6% | $2,270-77.9% |
| Participant deferral / active EE | $1,916 | $3,039-37.0% | $3,963-51.7% | $3,740-48.8% |
| Admin fee / account holder | $1,388 | $396+250.4% | $5,611-75.3% | $513+170.6% |