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 | $65,732 | $102,966-36.2% | $90,281-27.2% | $152,861-57.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 23.81% | 95.16%-71.4pp | 78.10%-54.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,909 | $3,139-39.2% | $2,854-33.1% | $4,762-59.9% |
| Participant deferral / active EE | $3,710 | $4,281-13.3% | $3,885-4.5% | $5,850-36.6% |
| Admin fee / account holder | $600 | $6,171-90.3% | $5,351-88.8% | $11,596-94.8% |