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 | $67,377 | $138,065-51.2% | $123,544-45.5% | $135,375-50.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 62.53% | 153.68%-91.2pp | 119.20%-56.7pp | 519.73%-457.2pp |
| Employer contribution / active EE | $3,574 | $5,151-30.6% | $4,628-22.8% | $4,779-25.2% |
| Participant deferral / active EE | $7,906 | $6,799+16.3% | $6,426+23.0% | $5,609+41.0% |
| Admin fee / account holder | $8,181 | $10,916-25.1% | $9,284-11.9% | $10,827-24.4% |