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 | $40,407 | $98,750-59.1% | $149,696-73.0% | $79,858-49.4% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.5%-13.2pp | 69.6%-0.4pp |
| Annual return | 50.86% | 27.43%+23.4pp | 276.60%-225.7pp | 31.71%+19.1pp |
| Employer contribution / active EE | $2,074 | $3,216-35.5% | $4,644-55.3% | $2,471-16.1% |
| Participant deferral / active EE | $4,610 | $5,680-18.8% | $6,842-32.6% | $3,740+23.2% |
| Admin fee / account holder | $8,175 | $6,053+35.1% | $9,309-12.2% | $5,306+54.1% |