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 | $24,728 | $60,124-58.9% | $90,404-72.6% | $79,858-69.0% |
| Participation rate | 61.3% | 65.0%-3.7pp | 72.7%-11.4pp | 69.6%-8.3pp |
| Annual return | 11.57% | 71.94%-60.4pp | 1293.02%-1281.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,336 | $2,068-35.4% | $3,262-59.0% | $2,471-45.9% |
| Participant deferral / active EE | $2,660 | $2,938-9.5% | $3,963-32.9% | $3,740-28.9% |
| Admin fee / account holder | $1,221 | $3,976-69.3% | $5,611-78.2% | $5,306-77.0% |