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 | $66,343 | $83,902-20.9% | $167,512-60.4% | $84,808-21.8% |
| Participation rate | 44.3% | 66.5%-22.2pp | 77.1%-32.8pp | 68.3%-24.0pp |
| Annual return | 15.49% | 91.55%-76.1pp | 1615.79%-1600.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,417 | $2,264-37.4% | $3,882-63.5% | $2,631-46.2% |
| Participant deferral / active EE | $2,061 | $4,442-53.6% | $6,405-67.8% | $4,212-51.1% |
| Admin fee / account holder | $6,900 | $7,915-12.8% | $9,769-29.4% | $7,344-6.0% |