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 | $68,083 | $102,317-33.5% | $146,958-53.7% | $80,856-15.8% |
| Participation rate | 41.5% | 75.8%-34.4pp | 82.2%-40.7pp | 67.6%-26.2pp |
| Annual return | 14.64% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,607 | $3,713-56.7% | $4,933-67.4% | $2,755-41.7% |
| Participant deferral / active EE | $3,062 | $6,644-53.9% | $8,070-62.1% | $4,296-28.7% |
| Admin fee / account holder | $4,426 | $7,941-44.3% | $12,998-65.9% | $6,918-36.0% |