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 | $73,792 | $83,902-12.1% | $167,512-55.9% | $84,808-13.0% |
| Participation rate | 52.2% | 66.5%-14.3pp | 77.1%-24.9pp | 68.3%-16.1pp |
| Annual return | 16.20% | 91.55%-75.3pp | 1615.79%-1599.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,309 | $2,264+2.0% | $3,882-40.5% | $2,631-12.2% |
| Participant deferral / active EE | $3,104 | $4,442-30.1% | $6,405-51.5% | $4,212-26.3% |
| Admin fee / account holder | $5,156 | $7,915-34.9% | $9,769-47.2% | $7,344-29.8% |