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 | $56,844 | $106,890-46.8% | $84,015-32.3% | $152,861-62.8% |
| Participation rate | 68.4% | 75.2%-6.8pp | 69.0%-0.6pp | 82.4%-14.0pp |
| Annual return | 25.38% | 104.99%-79.6pp | 71.31%-45.9pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,522 | $2,734-7.8% | $1,983+27.2% | $4,762-47.0% |
| Participant deferral / active EE | $5,712 | $4,011+42.4% | $3,239+76.4% | $5,850-2.4% |
| Admin fee / account holder | $3,533 | $8,285-57.4% | $6,101-42.1% | $11,596-69.5% |