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 | $154,960 | $88,751+74.6% | $81,812+89.4% | $145,922+6.2% |
| Participation rate | 52.6% | 75.0%-22.4pp | 72.3%-19.7pp | 80.3%-27.6pp |
| Annual return | 11.69% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,542 | $3,083-50.0% | $2,912-47.1% | $4,660-66.9% |
| Participant deferral / active EE | $4,808 | $4,643+3.5% | $4,319+11.3% | $6,688-28.1% |
| Admin fee / account holder | $4,444 | $8,415-47.2% | $7,386-39.8% | $13,397-66.8% |