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 | $35,995 | $83,902-57.1% | $167,512-78.5% | $84,808-57.6% |
| Participation rate | 46.8% | 66.5%-19.7pp | 77.1%-30.2pp | 68.3%-21.5pp |
| Annual return | 23.75% | 91.55%-67.8pp | 1615.79%-1592.0pp | 40.90%-17.1pp |
| Employer contribution / active EE | $2,680 | $2,264+18.4% | $3,882-31.0% | $2,631+1.9% |
| Participant deferral / active EE | $2,332 | $4,442-47.5% | $6,405-63.6% | $4,212-44.6% |
| Admin fee / account holder | $2,241 | $7,915-71.7% | $9,769-77.1% | $7,344-69.5% |