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 | $78,478 | $52,279+50.1% | $89,391-12.2% | $79,858-1.7% |
| Participation rate | 46.4% | 57.5%-11.1pp | 68.0%-21.5pp | 69.6%-23.2pp |
| Annual return | 58.45% | 22.16%+36.3pp | 245.62%-187.2pp | 31.71%+26.7pp |
| Employer contribution / active EE | $1,458 | $1,572-7.2% | $2,586-43.6% | $2,471-41.0% |
| Participant deferral / active EE | $2,565 | $2,740-6.4% | $3,890-34.1% | $3,740-31.4% |
| Admin fee / account holder | $1,342 | $3,356-60.0% | $4,881-72.5% | $5,306-74.7% |