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 | $33,310 | $60,124-44.6% | $90,404-63.2% | $79,858-58.3% |
| Participation rate | 66.3% | 65.0%+1.3pp | 72.7%-6.4pp | 69.6%-3.4pp |
| Annual return | 10.50% | 71.94%-61.4pp | 1293.02%-1282.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $822 | $2,068-60.2% | $3,262-74.8% | $2,471-66.7% |
| Participant deferral / active EE | $1,739 | $2,938-40.8% | $3,963-56.1% | $3,740-53.5% |
| Admin fee / account holder | $2,506 | $3,976-37.0% | $5,611-55.3% | $5,306-52.8% |