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 3-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 | $50,108 | $83,902-40.3% | $167,512-70.1% | $84,808-40.9% |
| Participation rate | 40.0% | 66.5%-26.5pp | 77.1%-37.1pp | 68.3%-28.3pp |
| Annual return | 19.28% | 91.55%-72.3pp | 1615.79%-1596.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $819 | $2,264-63.8% | $3,882-78.9% | $2,631-68.9% |
| Participant deferral / active EE | $1,596 | $4,442-64.1% | $6,405-75.1% | $4,212-62.1% |
| Admin fee / account holder | $827 | $7,915-89.6% | $9,769-91.5% | $7,344-88.7% |