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 | $40,040 | $60,124-33.4% | $90,404-55.7% | $79,858-49.9% |
| Participation rate | 27.8% | 65.0%-37.2pp | 72.7%-44.9pp | 69.6%-41.9pp |
| Annual return | 18.58% | 71.94%-53.4pp | 1293.02%-1274.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $443 | $2,068-78.6% | $3,262-86.4% | $2,471-82.1% |
| Participant deferral / active EE | $2,604 | $2,938-11.4% | $3,963-34.3% | $3,740-30.4% |
| Admin fee / account holder | $1,357 | $3,976-65.9% | $5,611-75.8% | $5,306-74.4% |