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 | $68,953 | $60,124+14.7% | $90,404-23.7% | $79,858-13.7% |
| Participation rate | 52.5% | 65.0%-12.5pp | 72.7%-20.2pp | 69.6%-17.1pp |
| Annual return | 10.58% | 71.94%-61.4pp | 1293.02%-1282.4pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,780 | $2,068-13.9% | $3,262-45.4% | $2,471-27.9% |
| Participant deferral / active EE | $2,383 | $2,938-18.9% | $3,963-39.9% | $3,740-36.3% |
| Admin fee / account holder | $674 | $3,976-83.1% | $5,611-88.0% | $5,306-87.3% |