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 | $62,349 | $60,124+3.7% | $90,404-31.0% | $79,858-21.9% |
| Participation rate | 49.1% | 65.0%-15.9pp | 72.7%-23.6pp | 69.6%-20.6pp |
| Annual return | 18.62% | 71.94%-53.3pp | 1293.02%-1274.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,467 | $2,068-29.0% | $3,262-55.0% | $2,471-40.6% |
| Participant deferral / active EE | $2,929 | $2,938-0.3% | $3,963-26.1% | $3,740-21.7% |
| Admin fee / account holder | $4,550 | $3,976+14.4% | $5,611-18.9% | $5,306-14.2% |