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 | $40,672 | $63,346-35.8% | $92,233-55.9% | $70,131-42.0% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 18.46% | 530.12%-511.7pp | 176.28%-157.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,456 | $2,471-0.6% | $3,679-33.2% | $2,342+4.9% |
| Participant deferral / active EE | $4,907 | $2,854+71.9% | $3,897+25.9% | $3,332+47.3% |
| Admin fee / account holder | $4,508 | $3,840+17.4% | $5,194-13.2% | $4,645-3.0% |