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 | $47,417 | $158,398-70.1% | $126,539-62.5% | $142,382-66.7% |
| Participation rate | 63.6% | 75.8%-12.2pp | 69.8%-6.2pp | 80.1%-16.5pp |
| Annual return | 18.86% | 593.76%-574.9pp | 425.95%-407.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,261 | $4,650-51.4% | $3,674-38.5% | $4,299-47.4% |
| Participant deferral / active EE | $4,430 | $4,767-7.1% | $4,083+8.5% | $6,507-31.9% |
| Admin fee / account holder | $4,383 | $6,918-36.6% | $6,065-27.7% | $12,624-65.3% |