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 | $74,786 | $168,632-55.7% | $147,614-49.3% | $125,391-40.4% |
| Participation rate | 68.8% | 88.8%-20.0pp | 84.6%-15.9pp | 83.2%-14.4pp |
| Annual return | -1.00% | 77.65%-78.6pp | 61.98%-63.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $7,058 | $6,252+12.9% | $5,564+26.8% | $4,866+45.0% |
| Participant deferral / active EE | $5,052 | $5,507-8.3% | $4,895+3.2% | $5,352-5.6% |
| Admin fee / account holder | $712 | $13,580-94.8% | $11,611-93.9% | $9,540-92.5% |