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 | $71,560 | $102,317-30.1% | $146,958-51.3% | $80,856-11.5% |
| Participation rate | 68.2% | 75.8%-7.7pp | 82.2%-14.0pp | 67.6%+0.5pp |
| Annual return | 17.18% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,494 | $3,713-32.8% | $4,933-49.4% | $2,755-9.5% |
| Participant deferral / active EE | $8,437 | $6,644+27.0% | $8,070+4.5% | $4,296+96.4% |
| Admin fee / account holder | $4,869 | $7,941-38.7% | $12,998-62.5% | $6,918-29.6% |