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 | $56,107 | $78,422-28.5% | $95,952-41.5% | $79,858-29.7% |
| Participation rate | 57.4% | 73.5%-16.1pp | 77.1%-19.7pp | 69.6%-12.3pp |
| Annual return | 84.33% | 19.37%+65.0pp | 91.61%-7.3pp | 31.71%+52.6pp |
| Employer contribution / active EE | $4,655 | $1,945+139.3% | $2,541+83.2% | $2,471+88.4% |
| Participant deferral / active EE | $4,585 | $3,440+33.3% | $4,167+10.0% | $3,740+22.6% |
| Admin fee / account holder | $6,688 | $5,622+19.0% | $6,795-1.6% | $5,306+26.0% |