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 | $45,748 | $159,901-71.4% | $146,958-68.9% | $145,922-68.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.37% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $6,953 | $5,286+31.5% | $4,933+41.0% | $4,660+49.2% |
| Participant deferral / active EE | $8,077 | $8,428-4.2% | $8,070+0.1% | $6,688+20.8% |
| Admin fee / account holder | $3,542 | $15,044-76.5% | $12,998-72.7% | $13,397-73.6% |