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 | $79,464 | $135,635-41.4% | $110,238-27.9% | $135,375-41.3% |
| Participation rate | 46.7% | 83.5%-36.8pp | 79.8%-33.2pp | 82.6%-36.0pp |
| Annual return | 19.32% | 513.19%-493.9pp | 314.74%-295.4pp | 519.73%-500.4pp |
| Employer contribution / active EE | $2,738 | $4,906-44.2% | $3,826-28.4% | $4,779-42.7% |
| Participant deferral / active EE | $4,933 | $5,506-10.4% | $4,672+5.6% | $5,609-12.0% |
| Admin fee / account holder | $8,117 | $11,457-29.1% | $8,547-5.0% | $10,827-25.0% |