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 | $38,505 | $60,124-36.0% | $90,404-57.4% | $79,858-51.8% |
| Participation rate | 63.2% | 65.0%-1.8pp | 72.7%-9.5pp | 69.6%-6.5pp |
| Annual return | 16.94% | 71.94%-55.0pp | 1293.02%-1276.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $880 | $2,068-57.4% | $3,262-73.0% | $2,471-64.4% |
| Participant deferral / active EE | $2,624 | $2,938-10.7% | $3,963-33.8% | $3,740-29.8% |
| Admin fee / account holder | $3,728 | $3,976-6.3% | $5,611-33.6% | $5,306-29.7% |