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 | $43,867 | $60,124-27.0% | $90,404-51.5% | $79,858-45.1% |
| Participation rate | 41.0% | 65.0%-24.0pp | 72.7%-31.7pp | 69.6%-28.6pp |
| Annual return | 17.27% | 71.94%-54.7pp | 1293.02%-1275.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $486 | $2,068-76.5% | $3,262-85.1% | $2,471-80.3% |
| Participant deferral / active EE | $3,262 | $2,938+11.0% | $3,963-17.7% | $3,740-12.8% |
| Admin fee / account holder | $21,910 | $3,976+451.0% | $5,611+290.5% | $5,306+312.9% |