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 | $43,215 | $102,966-58.0% | $90,281-52.1% | $152,861-71.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 23.84% | 95.16%-71.3pp | 78.10%-54.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,600 | $3,139+14.7% | $2,854+26.1% | $4,762-24.4% |
| Participant deferral / active EE | $8,592 | $4,281+100.7% | $3,885+121.1% | $5,850+46.9% |
| Admin fee / account holder | $7,279 | $6,171+18.0% | $5,351+36.0% | $11,596-37.2% |