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 | $55,226 | $102,604-46.2% | $86,188-35.9% | $139,434-60.4% |
| Participation rate | 63.6% | 74.5%-10.9pp | 69.0%-5.3pp | 80.3%-16.7pp |
| Annual return | 25.27% | 1922.51%-1897.2pp | 1168.45%-1143.2pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,434 | $3,032-52.7% | $2,380-39.8% | $4,751-69.8% |
| Participant deferral / active EE | $4,575 | $4,676-2.2% | $3,985+14.8% | $6,710-31.8% |
| Admin fee / account holder | $4,266 | $8,657-50.7% | $6,852-37.7% | $11,403-62.6% |