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 | $32,463 | $60,124-46.0% | $90,404-64.1% | $79,858-59.3% |
| Participation rate | 34.5% | 65.0%-30.5pp | 72.7%-38.2pp | 69.6%-35.2pp |
| Annual return | 17.35% | 71.94%-54.6pp | 1293.02%-1275.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $851 | $2,068-58.8% | $3,262-73.9% | $2,471-65.6% |
| Participant deferral / active EE | $1,932 | $2,938-34.2% | $3,963-51.2% | $3,740-48.3% |
| Admin fee / account holder | $968 | $3,976-75.7% | $5,611-82.8% | $5,306-81.8% |