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 | $83,902+37.1% | $167,512-31.3% | $84,808+35.6% |
| Participation rate | 32.2% | 66.5%-34.3pp | 77.1%-44.9pp | 68.3%-36.1pp |
| Annual return | 17.71% | 91.55%-73.8pp | 1615.79%-1598.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,159 | $2,264-48.8% | $3,882-70.1% | $2,631-55.9% |
| Participant deferral / active EE | $3,510 | $4,442-21.0% | $6,405-45.2% | $4,212-16.7% |
| Admin fee / account holder | $5,678 | $7,915-28.3% | $9,769-41.9% | $7,344-22.7% |