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 | $60,324 | $58,927+2.4% | $76,817-21.5% | $72,985-17.3% |
| Participation rate | 42.2% | 67.3%-25.1pp | 72.1%-29.9pp | 69.5%-27.3pp |
| Annual return | 21.86% | 2305.64%-2283.8pp | 1166.11%-1144.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $942 | $1,787-47.3% | $2,302-59.1% | $2,440-61.4% |
| Participant deferral / active EE | $1,987 | $2,690-26.1% | $3,336-40.4% | $3,607-44.9% |
| Admin fee / account holder | $847 | $4,013-78.9% | $6,420-86.8% | $5,124-83.5% |