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 | $44,859 | $59,417-24.5% | $93,606-52.1% | $74,495-39.8% |
| Participation rate | 29.6% | 59.7%-30.0pp | 68.7%-39.1pp | 67.2%-37.6pp |
| Annual return | 12.41% | 81.83%-69.4pp | 133.20%-120.8pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $703 | $1,264-44.3% | $2,420-70.9% | $2,623-73.2% |
| Participant deferral / active EE | $2,176 | $3,050-28.6% | $4,411-50.7% | $4,346-49.9% |
| Admin fee / account holder | $2,601 | $3,021-13.9% | $8,285-68.6% | $1,942+34.0% |