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 | $47,816 | $144,119-66.8% | $117,854-59.4% | $147,584-67.6% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 27.98% | 531.15%-503.2pp | 335.08%-307.1pp | 578.55%-550.6pp |
| Employer contribution / active EE | $17,168 | $4,896+250.6% | $3,786+353.5% | $4,876+252.1% |
| Participant deferral / active EE | $8,682 | $5,316+63.3% | $4,482+93.7% | $5,439+59.6% |
| Admin fee / account holder | $17,671 | $10,886+62.3% | $8,020+120.3% | $10,885+62.3% |