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 | $51,865 | $57,281-9.5% | $86,612-40.1% | $75,163-31.0% |
| Participation rate | 55.9% | 63.2%-7.3pp | 71.7%-15.8pp | 67.2%-11.3pp |
| Annual return | 22.80% | 2670.75%-2648.0pp | 591.07%-568.3pp | 160.62%-137.8pp |
| Employer contribution / active EE | $939 | $2,314-59.4% | $3,022-68.9% | $2,670-64.8% |
| Participant deferral / active EE | $1,828 | $3,318-44.9% | $4,438-58.8% | $4,125-55.7% |
| Admin fee / account holder | $1,294 | $4,112-68.5% | $5,614-77.0% | $5,651-77.1% |