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 | $28,212 | $60,124-53.1% | $90,404-68.8% | $79,858-64.7% |
| Participation rate | 51.5% | 65.0%-13.4pp | 72.7%-21.1pp | 69.6%-18.1pp |
| Annual return | 10.89% | 71.94%-61.1pp | 1293.02%-1282.1pp | 31.71%-20.8pp |
| Employer contribution / active EE | $506 | $2,068-75.5% | $3,262-84.5% | $2,471-79.5% |
| Participant deferral / active EE | $2,027 | $2,938-31.0% | $3,963-48.9% | $3,740-45.8% |
| Admin fee / account holder | $5,524 | $3,976+38.9% | $5,611-1.6% | $5,306+4.1% |