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 | $51,284 | $105,998-51.6% | $92,233-44.4% | $147,584-65.3% |
| Participation rate | 65.0% | 80.4%-15.4pp | 76.5%-11.5pp | 82.8%-17.8pp |
| Annual return | 18.03% | 50.05%-32.0pp | 176.28%-158.2pp | 578.55%-560.5pp |
| Employer contribution / active EE | $3,548 | $4,333-18.1% | $3,679-3.6% | $4,876-27.2% |
| Participant deferral / active EE | $10,853 | $4,478+142.4% | $3,897+178.5% | $5,439+99.6% |
| Admin fee / account holder | $1,588 | $6,332-74.9% | $5,194-69.4% | $10,885-85.4% |