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 | $54,810 | $105,998-48.3% | $92,233-40.6% | $147,584-62.9% |
| Participation rate | 30.8% | 80.4%-49.6pp | 76.5%-45.7pp | 82.8%-52.1pp |
| Annual return | 14.10% | 50.05%-35.9pp | 176.28%-162.2pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,025 | $4,333-53.3% | $3,679-45.0% | $4,876-58.5% |
| Participant deferral / active EE | $4,402 | $4,478-1.7% | $3,897+13.0% | $5,439-19.1% |
| Admin fee / account holder | $2,755 | $6,332-56.5% | $5,194-47.0% | $10,885-74.7% |