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 | $24,751 | $53,516-53.7% | $126,539-80.4% | $84,808-70.8% |
| Participation rate | 52.6% | 58.2%-5.6pp | 69.8%-17.2pp | 68.3%-15.7pp |
| Annual return | 15.29% | 58.34%-43.1pp | 425.95%-410.7pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,007 | $1,535-34.4% | $3,674-72.6% | $2,631-61.7% |
| Participant deferral / active EE | $1,476 | $2,671-44.7% | $4,083-63.8% | $4,212-64.9% |
| Admin fee / account holder | $860 | $4,497-80.9% | $6,065-85.8% | $7,344-88.3% |