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 5-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 | $47,027 | $83,902-44.0% | $167,512-71.9% | $84,808-44.5% |
| Participation rate | 31.1% | 66.5%-35.4pp | 77.1%-45.9pp | 68.3%-37.2pp |
| Annual return | 13.99% | 91.55%-77.6pp | 1615.79%-1601.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $894 | $2,264-60.5% | $3,882-77.0% | $2,631-66.0% |
| Participant deferral / active EE | $1,967 | $4,442-55.7% | $6,405-69.3% | $4,212-53.3% |
| Admin fee / account holder | $3,006 | $7,915-62.0% | $9,769-69.2% | $7,344-59.1% |