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 | $23,819 | $57,281-58.4% | $86,612-72.5% | $75,163-68.3% |
| Participation rate | 58.5% | 63.2%-4.7pp | 71.7%-13.2pp | 67.2%-8.7pp |
| Annual return | 16.82% | 2670.75%-2653.9pp | 591.07%-574.2pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,605 | $2,314-30.6% | $3,022-46.9% | $2,670-39.9% |
| Participant deferral / active EE | $1,837 | $3,318-44.6% | $4,438-58.6% | $4,125-55.5% |
| Admin fee / account holder | $2,609 | $4,112-36.6% | $5,614-53.5% | $5,651-53.8% |