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 | $25,702 | $53,516-52.0% | $126,539-79.7% | $84,808-69.7% |
| Participation rate | 51.9% | 58.2%-6.4pp | 69.8%-18.0pp | 68.3%-16.5pp |
| Annual return | 15.37% | 58.34%-43.0pp | 425.95%-410.6pp | 40.90%-25.5pp |
| Employer contribution / active EE | $932 | $1,535-39.3% | $3,674-74.6% | $2,631-64.6% |
| Participant deferral / active EE | $2,688 | $2,671+0.6% | $4,083-34.2% | $4,212-36.2% |
| Admin fee / account holder | $1,458 | $4,497-67.6% | $6,065-76.0% | $7,344-80.2% |