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 | $49,447 | $83,902-41.1% | $167,512-70.5% | $84,808-41.7% |
| Participation rate | 58.8% | 66.5%-7.6pp | 77.1%-18.2pp | 68.3%-9.5pp |
| Annual return | 18.08% | 91.55%-73.5pp | 1615.79%-1597.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,450 | $2,264-36.0% | $3,882-62.6% | $2,631-44.9% |
| Participant deferral / active EE | $3,155 | $4,442-29.0% | $6,405-50.7% | $4,212-25.1% |
| Admin fee / account holder | $1,502 | $7,915-81.0% | $9,769-84.6% | $7,344-79.5% |