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 | $72,371 | $60,124+20.4% | $90,404-19.9% | $79,858-9.4% |
| Participation rate | 38.5% | 65.0%-26.5pp | 72.7%-34.2pp | 69.6%-31.2pp |
| Annual return | 14.30% | 71.94%-57.6pp | 1293.02%-1278.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $778 | $2,068-62.4% | $3,262-76.2% | $2,471-68.5% |
| Participant deferral / active EE | $1,331 | $2,938-54.7% | $3,963-66.4% | $3,740-64.4% |
| Admin fee / account holder | $2,340 | $3,976-41.1% | $5,611-58.3% | $5,306-55.9% |