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 | $22,041 | $150,187-85.3% | $120,354-81.7% | $145,922-84.9% |
| Participation rate | 68.8% | 78.8%-10.0pp | 71.9%-3.2pp | 80.3%-11.5pp |
| Annual return | 9.33% | 154.07%-144.7pp | 107.15%-97.8pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,316 | $4,348-46.7% | $3,463-33.1% | $4,660-50.3% |
| Participant deferral / active EE | $3,827 | $6,173-38.0% | $4,991-23.3% | $6,688-42.8% |
| Admin fee / account holder | $8,396 | $12,207-31.2% | $9,423-10.9% | $13,397-37.3% |