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 | $52,001 | $60,124-13.5% | $90,404-42.5% | $79,858-34.9% |
| Participation rate | 27.3% | 65.0%-37.7pp | 72.7%-45.4pp | 69.6%-42.4pp |
| Annual return | 15.94% | 71.94%-56.0pp | 1293.02%-1277.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $556 | $2,068-73.1% | $3,262-83.0% | $2,471-77.5% |
| Participant deferral / active EE | $1,979 | $2,938-32.6% | $3,963-50.1% | $3,740-47.1% |
| Admin fee / account holder | $2,853 | $3,976-28.3% | $5,611-49.2% | $5,306-46.2% |