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 | $84,145 | $60,124+40.0% | $90,404-6.9% | $79,858+5.4% |
| Participation rate | 46.5% | 65.0%-18.5pp | 72.7%-26.2pp | 69.6%-23.1pp |
| Annual return | 16.29% | 71.94%-55.7pp | 1293.02%-1276.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $388 | $2,068-81.3% | $3,262-88.1% | $2,471-84.3% |
| Participant deferral / active EE | $2,319 | $2,938-21.1% | $3,963-41.5% | $3,740-38.0% |
| Admin fee / account holder | $2,715 | $3,976-31.7% | $5,611-51.6% | $5,306-48.8% |