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 | $50,892 | $106,890-52.4% | $84,015-39.4% | $152,861-66.7% |
| Participation rate | 47.4% | 75.2%-27.9pp | 69.0%-21.6pp | 82.4%-35.1pp |
| Annual return | 21.05% | 104.99%-83.9pp | 71.31%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $858 | $2,734-68.6% | $1,983-56.7% | $4,762-82.0% |
| Participant deferral / active EE | $2,139 | $4,011-46.7% | $3,239-34.0% | $5,850-63.4% |
| Admin fee / account holder | $2,812 | $8,285-66.1% | $6,101-53.9% | $11,596-75.8% |