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 | $53,806 | $80,812-33.4% | $160,784-66.5% | $82,448-34.7% |
| Participation rate | 63.4% | 66.2%-2.8pp | 77.0%-13.5pp | 68.1%-4.6pp |
| Annual return | 14.26% | 100.59%-86.3pp | 1803.92%-1789.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,133 | $2,174-1.9% | $3,733-42.9% | $2,551-16.4% |
| Participant deferral / active EE | $4,224 | $4,335-2.6% | $6,293-32.9% | $4,139+2.1% |
| Admin fee / account holder | $8,650 | $7,695+12.4% | $9,717-11.0% | $7,234+19.6% |