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 | $29,754 | $60,124-50.5% | $90,404-67.1% | $79,858-62.7% |
| Participation rate | 65.7% | 65.0%+0.7pp | 72.7%-7.0pp | 69.6%-3.9pp |
| Annual return | 13.44% | 71.94%-58.5pp | 1293.02%-1279.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,756 | $2,068-15.1% | $3,262-46.2% | $2,471-28.9% |
| Participant deferral / active EE | $3,253 | $2,938+10.7% | $3,963-17.9% | $3,740-13.0% |
| Admin fee / account holder | $3,296 | $3,976-17.1% | $5,611-41.3% | $5,306-37.9% |