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 | $55,934 | $60,124-7.0% | $90,404-38.1% | $79,858-30.0% |
| Participation rate | 35.8% | 65.0%-29.2pp | 72.7%-36.9pp | 69.6%-33.8pp |
| Annual return | 14.21% | 71.94%-57.7pp | 1293.02%-1278.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $504 | $2,068-75.6% | $3,262-84.5% | $2,471-79.6% |
| Participant deferral / active EE | $4,340 | $2,938+47.7% | $3,963+9.5% | $3,740+16.0% |
| Admin fee / account holder | $3,930 | $3,976-1.2% | $5,611-30.0% | $5,306-25.9% |