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 | $49,627 | $49,173+0.9% | $121,098-59.0% | $75,163-34.0% |
| Participation rate | 56.6% | 55.4%+1.2pp | 69.5%-12.9pp | 67.2%-10.6pp |
| Annual return | 15.01% | 55.99%-41.0pp | 985.75%-970.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,730 | $1,546+11.9% | $4,164-58.5% | $2,670-35.2% |
| Participant deferral / active EE | $3,808 | $2,628+44.9% | $4,080-6.7% | $4,125-7.7% |
| Admin fee / account holder | $8,665 | $3,942+119.8% | $5,644+53.5% | $5,651+53.3% |