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 | $49,394 | $107,334-54.0% | $92,893-46.8% | $152,861-67.7% |
| Participation rate | 53.3% | 79.8%-26.5pp | 76.0%-22.7pp | 82.4%-29.1pp |
| Annual return | 36.29% | 145.58%-109.3pp | 109.41%-73.1pp | 345.32%-309.0pp |
| Employer contribution / active EE | $2,387 | $4,221-43.5% | $3,653-34.7% | $4,762-49.9% |
| Participant deferral / active EE | $5,140 | $4,845+6.1% | $4,236+21.3% | $5,850-12.1% |
| Admin fee / account holder | $750 | $7,079-89.4% | $5,794-87.1% | $11,596-93.5% |