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 | $45,852 | $54,701-16.2% | $86,188-46.8% | $71,457-35.8% |
| Participation rate | 46.6% | 60.1%-13.5pp | 69.0%-22.3pp | 67.9%-21.3pp |
| Annual return | 17.84% | 20.06%-2.2pp | 1168.45%-1150.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $763 | $1,265-39.7% | $2,380-67.9% | $2,588-70.5% |
| Participant deferral / active EE | $1,863 | $3,108-40.1% | $3,985-53.3% | $4,289-56.6% |
| Admin fee / account holder | $1,576 | $1,922-18.0% | $6,852-77.0% | $1,587-0.7% |