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 | $59,801 | $60,124-0.5% | $90,404-33.9% | $79,858-25.1% |
| Participation rate | 53.7% | 65.0%-11.3pp | 72.7%-19.0pp | 69.6%-15.9pp |
| Annual return | 23.55% | 71.94%-48.4pp | 1293.02%-1269.5pp | 31.71%-8.2pp |
| Employer contribution / active EE | $1,069 | $2,068-48.3% | $3,262-67.2% | $2,471-56.7% |
| Participant deferral / active EE | $1,386 | $2,938-52.8% | $3,963-65.0% | $3,740-63.0% |
| Admin fee / account holder | $583 | $3,976-85.3% | $5,611-89.6% | $5,306-89.0% |