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 | $115,013 | $80,812+42.3% | $160,784-28.5% | $82,448+39.5% |
| Participation rate | 32.2% | 66.2%-34.0pp | 77.0%-44.8pp | 68.1%-35.9pp |
| Annual return | 17.71% | 100.59%-82.9pp | 1803.92%-1786.2pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,159 | $2,174-46.7% | $3,733-68.9% | $2,551-54.6% |
| Participant deferral / active EE | $3,510 | $4,335-19.0% | $6,293-44.2% | $4,139-15.2% |
| Admin fee / account holder | $5,678 | $7,695-26.2% | $9,717-41.6% | $7,234-21.5% |