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 | $51,522 | $85,766-39.9% | $136,294-62.2% | $70,131-26.5% |
| Participation rate | 47.4% | 74.2%-26.8pp | 81.9%-34.6pp | 69.5%-22.2pp |
| Annual return | 18.35% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $5,678 | $2,966+91.4% | $4,695+20.9% | $2,342+142.4% |
| Participant deferral / active EE | $6,599 | $5,051+30.6% | $6,247+5.6% | $3,332+98.1% |
| Admin fee / account holder | $16,164 | $5,420+198.2% | $9,243+74.9% | $4,645+248.0% |