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 | $28,234 | $60,124-53.0% | $90,404-68.8% | $79,858-64.6% |
| Participation rate | 30.8% | 65.0%-34.2pp | 72.7%-41.9pp | 69.6%-38.9pp |
| Annual return | 11.61% | 71.94%-60.3pp | 1293.02%-1281.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $250 | $2,068-87.9% | $3,262-92.3% | $2,471-89.9% |
| Participant deferral / active EE | $1,713 | $2,938-41.7% | $3,963-56.8% | $3,740-54.2% |
| Admin fee / account holder | $2,529 | $3,976-36.4% | $5,611-54.9% | $5,306-52.3% |