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 | $42,624 | $83,902-49.2% | $167,512-74.6% | $84,808-49.7% |
| Participation rate | 57.7% | 66.5%-8.8pp | 77.1%-19.4pp | 68.3%-10.6pp |
| Annual return | 17.49% | 91.55%-74.1pp | 1615.79%-1598.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $856 | $2,264-62.2% | $3,882-77.9% | $2,631-67.4% |
| Participant deferral / active EE | $1,999 | $4,442-55.0% | $6,405-68.8% | $4,212-52.5% |
| Admin fee / account holder | $4,469 | $7,915-43.5% | $9,769-54.3% | $7,344-39.2% |