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 | $46,249 | $73,515-37.1% | $62,995-26.6% | $147,584-68.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 20.73% | 175.43%-154.7pp | 87.57%-66.8pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,894 | $3,320-43.0% | $2,759-31.4% | $4,876-61.2% |
| Participant deferral / active EE | $5,438 | $4,185+29.9% | $3,329+63.3% | $5,4390% |
| Admin fee / account holder | $9,558 | $5,953+60.5% | $3,600+165.5% | $10,885-12.2% |