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 | $71,859 | $24,730+190.6% | $66,042+8.8% | $84,808-15.3% |
| Participation rate | 48.7% | 68.1%-19.4pp | 67.5%-18.8pp | 68.3%-19.6pp |
| Annual return | 31.35% | 79.55%-48.2pp | 52.11%-20.8pp | 40.90%-9.6pp |
| Employer contribution / active EE | $7,562 | $857+782.7% | $1,579+378.8% | $2,631+187.4% |
| Participant deferral / active EE | $1,961 | $1,737+12.9% | $2,835-30.9% | $4,212-53.4% |
| Admin fee / account holder | $2,145 | $3,014-28.8% | $5,747-62.7% | $7,344-70.8% |