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 | $53,596 | $54,701-2.0% | $86,188-37.8% | $71,457-25.0% |
| Participation rate | 51.2% | 60.1%-8.9pp | 69.0%-17.7pp | 67.9%-16.7pp |
| Annual return | 18.81% | 20.06%-1.3pp | 1168.45%-1149.6pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,547 | $1,265+22.3% | $2,380-35.0% | $2,588-40.2% |
| Participant deferral / active EE | $3,487 | $3,108+12.2% | $3,985-12.5% | $4,289-18.7% |
| Admin fee / account holder | $9,199 | $1,922+378.7% | $6,852+34.3% | $1,587+479.5% |