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 | $46,432 | $60,124-22.8% | $90,404-48.6% | $79,858-41.9% |
| Participation rate | 36.4% | 65.0%-28.6pp | 72.7%-36.3pp | 69.6%-33.3pp |
| Annual return | 21.97% | 71.94%-50.0pp | 1293.02%-1271.1pp | 31.71%-9.7pp |
| Employer contribution / active EE | $782 | $2,068-62.2% | $3,262-76.0% | $2,471-68.3% |
| Participant deferral / active EE | $1,476 | $2,938-49.8% | $3,963-62.8% | $3,740-60.5% |
| Admin fee / account holder | $1,926 | $3,976-51.6% | $5,611-65.7% | $5,306-63.7% |