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 | $27,569 | $60,124-54.1% | $90,404-69.5% | $79,858-65.5% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 14.95% | 71.94%-57.0pp | 1293.02%-1278.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $730 | $2,068-64.7% | $3,262-77.6% | $2,471-70.5% |
| Participant deferral / active EE | $1,051 | $2,938-64.2% | $3,963-73.5% | $3,740-71.9% |
| Admin fee / account holder | $1,117 | $3,976-71.9% | $5,611-80.1% | $5,306-79.0% |