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 | $61,579 | $102,317-39.8% | $146,958-58.1% | $80,856-23.8% |
| Participation rate | 62.0% | 75.8%-13.8pp | 82.2%-20.1pp | 67.6%-5.6pp |
| Annual return | 13.58% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,810 | $3,713+2.6% | $4,933-22.8% | $2,755+38.3% |
| Participant deferral / active EE | $4,130 | $6,644-37.8% | $8,070-48.8% | $4,296-3.8% |
| Admin fee / account holder | $4,693 | $7,941-40.9% | $12,998-63.9% | $6,918-32.2% |