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 | $54,036 | $101,499-46.8% | $147,005-63.2% | $74,546-27.5% |
| Participation rate | 61.2% | 75.5%-14.3pp | 82.2%-21.0pp | 67.2%-6.0pp |
| Annual return | 16.23% | 8732.34%-8716.1pp | 418.76%-402.5pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $3,155 | $3,811-17.2% | $4,934-36.1% | $2,624+20.2% |
| Participant deferral / active EE | $5,331 | $7,304-27.0% | $8,070-33.9% | $4,347+22.6% |
| Admin fee / account holder | $1,017 | $1,748-41.8% | $13,006-92.2% | $1,944-47.7% |