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 | $47,431 | $60,124-21.1% | $90,404-47.5% | $79,858-40.6% |
| Participation rate | 32.6% | 65.0%-32.4pp | 72.7%-40.1pp | 69.6%-37.1pp |
| Annual return | 20.72% | 71.94%-51.2pp | 1293.02%-1272.3pp | 31.71%-11.0pp |
| Employer contribution / active EE | $705 | $2,068-65.9% | $3,262-78.4% | $2,471-71.4% |
| Participant deferral / active EE | $1,315 | $2,938-55.3% | $3,963-66.8% | $3,740-64.9% |
| Admin fee / account holder | $2,884 | $3,976-27.5% | $5,611-48.6% | $5,306-45.7% |