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 | $56,241 | $58,927-4.6% | $76,817-26.8% | $72,985-22.9% |
| Participation rate | 53.3% | 67.3%-14.0pp | 72.1%-18.7pp | 69.5%-16.2pp |
| Annual return | 16.94% | 2305.64%-2288.7pp | 1166.11%-1149.2pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,520 | $1,787-14.9% | $2,302-34.0% | $2,440-37.7% |
| Participant deferral / active EE | $3,273 | $2,690+21.6% | $3,336-1.9% | $3,607-9.3% |
| Admin fee / account holder | $4,018 | $4,013+0.1% | $6,420-37.4% | $5,124-21.6% |