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 7-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 | $25,474 | $60,124-57.6% | $90,404-71.8% | $79,858-68.1% |
| Participation rate | 15.2% | 65.0%-49.8pp | 72.7%-57.5pp | 69.6%-54.5pp |
| Annual return | 20.74% | 71.94%-51.2pp | 1293.02%-1272.3pp | 31.71%-11.0pp |
| Employer contribution / active EE | $338 | $2,068-83.6% | $3,262-89.6% | $2,471-86.3% |
| Participant deferral / active EE | $1,345 | $2,938-54.2% | $3,963-66.1% | $3,740-64.1% |
| Admin fee / account holder | $1,772 | $3,976-55.4% | $5,611-68.4% | $5,306-66.6% |