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 | $46,121 | $107,334-57.0% | $92,893-50.4% | $152,861-69.8% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.4%-24.1pp |
| Annual return | 22.55% | 145.58%-123.0pp | 109.41%-86.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,359 | $4,221-67.8% | $3,653-62.8% | $4,762-71.5% |
| Participant deferral / active EE | $4,356 | $4,845-10.1% | $4,236+2.8% | $5,850-25.5% |
| Admin fee / account holder | $315 | $7,079-95.6% | $5,794-94.6% | $11,596-97.3% |