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 | $52,980 | $49,173+7.7% | $121,098-56.3% | $75,163-29.5% |
| Participation rate | 65.0% | 55.4%+9.6pp | 69.5%-4.5pp | 67.2%-2.2pp |
| Annual return | 17.90% | 55.99%-38.1pp | 985.75%-967.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,453 | $1,546+58.7% | $4,164-41.1% | $2,670-8.1% |
| Participant deferral / active EE | $4,693 | $2,628+78.6% | $4,080+15.0% | $4,125+13.8% |
| Admin fee / account holder | $816 | $3,942-79.3% | $5,644-85.5% | $5,651-85.6% |