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 | $57,346 | $83,902-31.7% | $167,512-65.8% | $84,808-32.4% |
| Participation rate | 51.8% | 66.5%-14.7pp | 77.1%-25.3pp | 68.3%-16.5pp |
| Annual return | 22.46% | 91.55%-69.1pp | 1615.79%-1593.3pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,564 | $2,264-30.9% | $3,882-59.7% | $2,631-40.6% |
| Participant deferral / active EE | $2,911 | $4,442-34.5% | $6,405-54.5% | $4,212-30.9% |
| Admin fee / account holder | $6,649 | $7,915-16.0% | $9,769-31.9% | $7,344-9.5% |