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 | $81,198 | $159,901-49.2% | $146,958-44.7% | $145,922-44.4% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-21.9pp |
| Annual return | 12.81% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $4,097 | $5,286-22.5% | $4,933-16.9% | $4,660-12.1% |
| Participant deferral / active EE | $5,400 | $8,428-35.9% | $8,070-33.1% | $6,688-19.3% |
| Admin fee / account holder | $322 | $15,044-97.9% | $12,998-97.5% | $13,397-97.6% |