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 | $57,628 | $60,124-4.2% | $90,404-36.3% | $79,858-27.8% |
| Participation rate | 51.4% | 65.0%-13.6pp | 72.7%-21.3pp | 69.6%-18.3pp |
| Annual return | 16.58% | 71.94%-55.4pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,621 | $2,068-21.6% | $3,262-50.3% | $2,471-34.4% |
| Participant deferral / active EE | $3,111 | $2,938+5.9% | $3,963-21.5% | $3,740-16.8% |
| Admin fee / account holder | $352 | $3,976-91.1% | $5,611-93.7% | $5,306-93.4% |