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 | $52,015 | $63,346-17.9% | $92,233-43.6% | $70,131-25.8% |
| Participation rate | 69.0% | 68.7%+0.4pp | 76.5%-7.4pp | 69.5%-0.5pp |
| Annual return | 15.90% | 530.12%-514.2pp | 176.28%-160.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,627 | $2,471-34.2% | $3,679-55.8% | $2,342-30.5% |
| Participant deferral / active EE | $4,513 | $2,854+58.2% | $3,897+15.8% | $3,332+35.5% |
| Admin fee / account holder | $6,794 | $3,840+76.9% | $5,194+30.8% | $4,645+46.2% |