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 | $53,390 | $79,171-32.6% | $102,423-47.9% | $74,495-28.3% |
| Participation rate | 41.7% | 74.8%-33.1pp | 76.5%-34.8pp | 67.2%-25.5pp |
| Annual return | 13.23% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,426 | $2,362-39.6% | $3,023-52.8% | $2,623-45.6% |
| Participant deferral / active EE | $2,349 | $4,415-46.8% | $5,053-53.5% | $4,346-45.9% |
| Admin fee / account holder | $14,563 | $2,001+627.9% | $9,451+54.1% | $1,942+650.0% |