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 | $55,177 | $60,124-8.2% | $90,404-39.0% | $79,858-30.9% |
| Participation rate | 19.1% | 65.0%-45.8pp | 72.7%-53.5pp | 69.6%-50.5pp |
| Annual return | 22.63% | 71.94%-49.3pp | 1293.02%-1270.4pp | 31.71%-9.1pp |
| Employer contribution / active EE | $410 | $2,068-80.2% | $3,262-87.4% | $2,471-83.4% |
| Participant deferral / active EE | $1,042 | $2,938-64.5% | $3,963-73.7% | $3,740-72.1% |
| Admin fee / account holder | $853 | $3,976-78.6% | $5,611-84.8% | $5,306-83.9% |