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 | $48,593 | $99,652-51.2% | $78,778-38.3% | $147,584-67.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 20.40% | 47.28%-26.9pp | 35.62%-15.2pp | 578.55%-558.2pp |
| Employer contribution / active EE | $645 | $2,796-76.9% | $1,986-67.5% | $4,876-86.8% |
| Participant deferral / active EE | $6,110 | $3,664+66.8% | $2,958+106.5% | $5,439+12.3% |
| Admin fee / account holder | $420 | $7,155-94.1% | $5,134-91.8% | $10,885-96.1% |