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 | $63,169 | $102,604-38.4% | $86,188-26.7% | $139,434-54.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 13.28% | 1922.51%-1909.2pp | 1168.45%-1155.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,185 | $3,032-27.9% | $2,380-8.2% | $4,751-54.0% |
| Participant deferral / active EE | $4,021 | $4,676-14.0% | $3,985+0.9% | $6,710-40.1% |
| Admin fee / account holder | $4,546 | $8,657-47.5% | $6,852-33.7% | $11,403-60.1% |