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 | $50,020 | $60,124-16.8% | $90,404-44.7% | $79,858-37.4% |
| Participation rate | 37.7% | 65.0%-27.2pp | 72.7%-34.9pp | 69.6%-31.9pp |
| Annual return | 18.55% | 71.94%-53.4pp | 1293.02%-1274.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $697 | $2,068-66.3% | $3,262-78.6% | $2,471-71.8% |
| Participant deferral / active EE | $2,156 | $2,938-26.6% | $3,963-45.6% | $3,740-42.3% |
| Admin fee / account holder | $862 | $3,976-78.3% | $5,611-84.6% | $5,306-83.8% |