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 | $62,355 | $102,317-39.1% | $146,958-57.6% | $80,856-22.9% |
| Participation rate | 62.0% | 75.8%-13.9pp | 82.2%-20.2pp | 67.6%-5.7pp |
| Annual return | 13.12% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,458 | $3,713-33.8% | $4,933-50.2% | $2,755-10.8% |
| Participant deferral / active EE | $4,131 | $6,644-37.8% | $8,070-48.8% | $4,296-3.8% |
| Admin fee / account holder | $2,875 | $7,941-63.8% | $12,998-77.9% | $6,918-58.4% |