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 | $47,818 | $60,124-20.5% | $90,404-47.1% | $79,858-40.1% |
| Participation rate | 51.7% | 65.0%-13.3pp | 72.7%-21.0pp | 69.6%-17.9pp |
| Annual return | 23.53% | 71.94%-48.4pp | 1293.02%-1269.5pp | 31.71%-8.2pp |
| Employer contribution / active EE | $1,573 | $2,068-23.9% | $3,262-51.8% | $2,471-36.3% |
| Participant deferral / active EE | $2,353 | $2,938-19.9% | $3,963-40.6% | $3,740-37.1% |
| Admin fee / account holder | $1,082 | $3,976-72.8% | $5,611-80.7% | $5,306-79.6% |