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 | $61,431 | $65,561-6.3% | $86,188-28.7% | $75,163-18.3% |
| Participation rate | 3.6% | 60.5%-56.9pp | 69.0%-65.4pp | 67.2%-63.6pp |
| Annual return | 23.94% | 46.05%-22.1pp | 1168.45%-1144.5pp | 160.62%-136.7pp |
| Employer contribution / active EE | $2,356 | $1,553+51.7% | $2,380-1.0% | $2,670-11.8% |
| Participant deferral / active EE | $7,705 | $3,024+154.8% | $3,985+93.3% | $4,125+86.8% |
| Admin fee / account holder | $980 | $5,474-82.1% | $6,852-85.7% | $5,651-82.7% |