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 | $70,146 | $152,587-54.0% | $125,175-44.0% | $152,861-54.1% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 25.22% | 54.84%-29.6pp | 43.79%-18.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $6,820 | $4,946+37.9% | $3,865+76.4% | $4,762+43.2% |
| Participant deferral / active EE | $12,039 | $5,868+105.2% | $4,937+143.9% | $5,850+105.8% |
| Admin fee / account holder | $13,581 | $13,434+1.1% | $9,702+40.0% | $11,596+17.1% |