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 | $36,369 | $60,124-39.5% | $90,404-59.8% | $79,858-54.5% |
| Participation rate | 42.4% | 65.0%-22.6pp | 72.7%-30.3pp | 69.6%-27.2pp |
| Annual return | 17.51% | 71.94%-54.4pp | 1293.02%-1275.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $931 | $2,068-55.0% | $3,262-71.5% | $2,471-62.3% |
| Participant deferral / active EE | $1,182 | $2,938-59.8% | $3,963-70.2% | $3,740-68.4% |
| Admin fee / account holder | $496 | $3,976-87.5% | $5,611-91.2% | $5,306-90.6% |