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 | $63,655 | $99,877-36.3% | $84,966-25.1% | $145,922-56.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 11.50% | 83.76%-72.3pp | 66.38%-54.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,988 | $3,231-38.5% | $2,727-27.1% | $4,660-57.3% |
| Participant deferral / active EE | $6,296 | $5,291+19.0% | $4,519+39.3% | $6,688-5.9% |
| Admin fee / account holder | $17,688 | $7,248+144.0% | $6,149+187.7% | $13,397+32.0% |