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 | $42,288 | $95,416-55.7% | $185,823-77.2% | $85,850-50.7% |
| Participation rate | 63.0% | 68.8%-5.7pp | 81.7%-18.7pp | 69.3%-6.3pp |
| Annual return | 137.89% | 23.59%+114.3pp | 122.05%+15.8pp | 318.53%-180.6pp |
| Employer contribution / active EE | $4,448 | $3,314+34.2% | $5,167-13.9% | $2,565+73.4% |
| Participant deferral / active EE | $6,693 | $3,423+95.5% | $5,568+20.2% | $3,952+69.4% |
| Admin fee / account holder | $1,897 | $7,213-73.7% | $16,237-88.3% | $6,260-69.7% |