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 | $104,353 | $60,124+73.6% | $90,404+15.4% | $79,858+30.7% |
| Participation rate | 40.7% | 65.0%-24.3pp | 72.7%-32.0pp | 69.6%-29.0pp |
| Annual return | 18.08% | 71.94%-53.9pp | 1293.02%-1274.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $241 | $2,068-88.3% | $3,262-92.6% | $2,471-90.2% |
| Participant deferral / active EE | $990 | $2,938-66.3% | $3,963-75.0% | $3,740-73.5% |
| Admin fee / account holder | $868 | $3,976-78.2% | $5,611-84.5% | $5,306-83.6% |