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 | $35,213 | $106,890-67.1% | $84,015-58.1% | $152,861-77.0% |
| Participation rate | 57.1% | 75.2%-18.1pp | 69.0%-11.9pp | 82.4%-25.3pp |
| Annual return | 23.83% | 104.99%-81.2pp | 71.31%-47.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,876 | $2,734-31.4% | $1,983-5.4% | $4,762-60.6% |
| Participant deferral / active EE | $4,259 | $4,011+6.2% | $3,239+31.5% | $5,850-27.2% |
| Admin fee / account holder | $7,211 | $8,285-13.0% | $6,101+18.2% | $11,596-37.8% |