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 | $64,431 | $83,902-23.2% | $167,512-61.5% | $84,808-24.0% |
| Participation rate | 27.8% | 66.5%-38.7pp | 77.1%-49.3pp | 68.3%-40.5pp |
| Annual return | 17.03% | 91.55%-74.5pp | 1615.79%-1598.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $577 | $2,264-74.5% | $3,882-85.1% | $2,631-78.1% |
| Participant deferral / active EE | $2,598 | $4,442-41.5% | $6,405-59.4% | $4,212-38.3% |
| Admin fee / account holder | $3,627 | $7,915-54.2% | $9,769-62.9% | $7,344-50.6% |