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 | $46,292 | $60,124-23.0% | $90,404-48.8% | $79,858-42.0% |
| Participation rate | 45.5% | 65.0%-19.5pp | 72.7%-27.2pp | 69.6%-24.2pp |
| Annual return | 21.88% | 71.94%-50.1pp | 1293.02%-1271.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $303 | $2,068-85.4% | $3,262-90.7% | $2,471-87.8% |
| Participant deferral / active EE | $1,267 | $2,938-56.9% | $3,963-68.0% | $3,740-66.1% |
| Admin fee / account holder | $4,110 | $3,976+3.4% | $5,611-26.7% | $5,306-22.5% |