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 | $47,453 | $107,334-55.8% | $92,893-48.9% | $152,861-69.0% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.4%-24.1pp |
| Annual return | 17.72% | 145.58%-127.9pp | 109.41%-91.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $4,087 | $4,221-3.2% | $3,653+11.9% | $4,762-14.2% |
| Participant deferral / active EE | $2,343 | $4,845-51.6% | $4,236-44.7% | $5,850-59.9% |
| Admin fee / account holder | $855 | $7,079-87.9% | $5,794-85.2% | $11,596-92.6% |