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 | $48,536 | $60,124-19.3% | $90,404-46.3% | $79,858-39.2% |
| Participation rate | 52.8% | 65.0%-12.2pp | 72.7%-19.9pp | 69.6%-16.8pp |
| Annual return | 23.07% | 71.94%-48.9pp | 1293.02%-1269.9pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,640 | $2,068-20.7% | $3,262-49.7% | $2,471-33.6% |
| Participant deferral / active EE | $2,949 | $2,938+0.4% | $3,963-25.6% | $3,740-21.1% |
| Admin fee / account holder | $481 | $3,976-87.9% | $5,611-91.4% | $5,306-90.9% |