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 7-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 | $56,116 | $47,479+18.2% | $62,929-10.8% | $82,448-31.9% |
| Participation rate | 66.7% | 66.9%-0.2pp | 73.1%-6.4pp | 68.1%-1.4pp |
| Annual return | 19.74% | 20.34%-0.6pp | 1063.93%-1044.2pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,925 | $1,885+2.1% | $2,505-23.1% | $2,551-24.5% |
| Participant deferral / active EE | $1,690 | $2,870-41.1% | $3,888-56.5% | $4,139-59.2% |
| Admin fee / account holder | $1,320 | $3,804-65.3% | $5,065-73.9% | $7,234-81.8% |