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 | $76,851 | $96,635-20.5% | $86,612-11.3% | $139,434-44.9% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 16.36% | 106.41%-90.0pp | 591.07%-574.7pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,362 | $3,263-27.6% | $3,022-21.9% | $4,751-50.3% |
| Participant deferral / active EE | $5,194 | $4,836+7.4% | $4,438+17.0% | $6,710-22.6% |
| Admin fee / account holder | $2,438 | $6,408-62.0% | $5,614-56.6% | $11,403-78.6% |