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 | $46,934 | $60,124-21.9% | $90,404-48.1% | $79,858-41.2% |
| Participation rate | 57.9% | 65.0%-7.1pp | 72.7%-14.8pp | 69.6%-11.7pp |
| Annual return | 12.20% | 71.94%-59.7pp | 1293.02%-1280.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $741 | $2,068-64.2% | $3,262-77.3% | $2,471-70.0% |
| Participant deferral / active EE | $1,177 | $2,938-59.9% | $3,963-70.3% | $3,740-68.5% |
| Admin fee / account holder | $4,294 | $3,976+8.0% | $5,611-23.5% | $5,306-19.1% |