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 | $45,907 | $60,124-23.6% | $90,404-49.2% | $79,858-42.5% |
| Participation rate | 64.0% | 65.0%-1.0pp | 72.7%-8.7pp | 69.6%-5.6pp |
| Annual return | 16.01% | 71.94%-55.9pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,768 | $2,068-14.5% | $3,262-45.8% | $2,471-28.5% |
| Participant deferral / active EE | $5,541 | $2,938+88.6% | $3,963+39.8% | $3,740+48.1% |
| Admin fee / account holder | $2,443 | $3,976-38.6% | $5,611-56.5% | $5,306-54.0% |