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 | $64,529 | $77,145-16.4% | $108,410-40.5% | $85,850-24.8% |
| Participation rate | 59.7% | 74.7%-15.0pp | 80.1%-20.5pp | 69.3%-9.6pp |
| Annual return | 16.76% | 44.54%-27.8pp | 905.27%-888.5pp | 318.53%-301.8pp |
| Employer contribution / active EE | $3,843 | $2,379+61.5% | $3,558+8.0% | $2,565+49.8% |
| Participant deferral / active EE | $4,309 | $5,566-22.6% | $6,563-34.3% | $3,952+9.0% |
| Admin fee / account holder | $848 | $5,172-83.6% | $7,295-88.4% | $6,260-86.5% |