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 | $38,866 | $105,859-63.3% | $90,160-56.9% | $147,584-73.7% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 92.22% | 37.63%+54.6pp | 34.88%+57.3pp | 578.55%-486.3pp |
| Employer contribution / active EE | $7,462 | $4,126+80.9% | $3,318+124.9% | $4,876+53.0% |
| Participant deferral / active EE | $8,238 | $5,733+43.7% | $5,288+55.8% | $5,439+51.5% |
| Admin fee / account holder | $1,690 | $8,046-79.0% | $5,943-71.6% | $10,885-84.5% |