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 | $45,241 | $202,432-77.7% | $169,368-73.3% | $139,434-67.6% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 14.54% | 531.74%-517.2pp | 405.60%-391.1pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,793 | $4,692-40.5% | $4,013-30.4% | $4,751-41.2% |
| Participant deferral / active EE | $6,317 | $6,938-9.0% | $6,221+1.5% | $6,710-5.9% |
| Admin fee / account holder | $5,100 | $10,708-52.4% | $9,003-43.3% | $11,403-55.3% |