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 | $21,715 | $49,173-55.8% | $121,098-82.1% | $75,163-71.1% |
| Participation rate | 60.8% | 55.4%+5.4pp | 69.5%-8.7pp | 67.2%-6.4pp |
| Annual return | 25.66% | 55.99%-30.3pp | 985.75%-960.1pp | 160.62%-135.0pp |
| Employer contribution / active EE | $2,008 | $1,546+29.9% | $4,164-51.8% | $2,670-24.8% |
| Participant deferral / active EE | $4,235 | $2,628+61.2% | $4,080+3.8% | $4,125+2.7% |
| Admin fee / account holder | $551 | $3,942-86.0% | $5,644-90.2% | $5,651-90.3% |