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 | $32,003 | $60,124-46.8% | $90,404-64.6% | $79,858-59.9% |
| Participation rate | 53.3% | 65.0%-11.6pp | 72.7%-19.3pp | 69.6%-16.3pp |
| Annual return | 14.99% | 71.94%-57.0pp | 1293.02%-1278.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,407 | $2,068-32.0% | $3,262-56.9% | $2,471-43.1% |
| Participant deferral / active EE | $6,469 | $2,938+120.2% | $3,963+63.2% | $3,740+73.0% |
| Admin fee / account holder | $3,169 | $3,976-20.3% | $5,611-43.5% | $5,306-40.3% |