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 | $39,571 | $58,208-32.0% | $81,812-51.6% | $80,856-51.1% |
| Participation rate | 69.7% | 63.4%+6.3pp | 72.3%-2.6pp | 67.6%+2.1pp |
| Annual return | 15.57% | 41.66%-26.1pp | 773.79%-758.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,716 | $2,340+16.1% | $2,912-6.7% | $2,755-1.4% |
| Participant deferral / active EE | $2,302 | $3,281-29.8% | $4,319-46.7% | $4,296-46.4% |
| Admin fee / account holder | $3,414 | $4,981-31.5% | $7,386-53.8% | $6,918-50.7% |