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 | $59,478 | $102,317-41.9% | $146,958-59.5% | $80,856-26.4% |
| Participation rate | 58.5% | 75.8%-17.3pp | 82.2%-23.6pp | 67.6%-9.1pp |
| Annual return | 14.11% | 134.76%-120.7pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,929 | $3,713-48.0% | $4,933-60.9% | $2,755-30.0% |
| Participant deferral / active EE | $5,107 | $6,644-23.1% | $8,070-36.7% | $4,296+18.9% |
| Admin fee / account holder | $2,393 | $7,941-69.9% | $12,998-81.6% | $6,918-65.4% |