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 | $32,238 | $105,998-69.6% | $92,233-65.0% | $147,584-78.2% |
| Participation rate | 36.4% | 80.4%-44.0pp | 76.5%-40.1pp | 82.8%-46.5pp |
| Annual return | 47.06% | 50.05%-3.0pp | 176.28%-129.2pp | 578.55%-531.5pp |
| Employer contribution / active EE | $4,584 | $4,333+5.8% | $3,679+24.6% | $4,876-6.0% |
| Participant deferral / active EE | $8,220 | $4,478+83.6% | $3,897+110.9% | $5,439+51.1% |
| Admin fee / account holder | $1,209 | $6,332-80.9% | $5,194-76.7% | $10,885-88.9% |