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 | $45,789 | $60,124-23.8% | $90,404-49.4% | $79,858-42.7% |
| Participation rate | 47.2% | 65.0%-17.8pp | 72.7%-25.5pp | 69.6%-22.4pp |
| Annual return | 10.58% | 71.94%-61.4pp | 1293.02%-1282.4pp | 31.71%-21.1pp |
| Employer contribution / active EE | $359 | $2,068-82.6% | $3,262-89.0% | $2,471-85.5% |
| Participant deferral / active EE | $1,325 | $2,938-54.9% | $3,963-66.6% | $3,740-64.6% |
| Admin fee / account holder | $6,003 | $3,976+51.0% | $5,611+7.0% | $5,306+13.1% |