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 | $50,377 | $64,705-22.1% | $62,929-19.9% | $67,986-25.9% |
| Participation rate | 41.0% | 65.6%-24.6pp | 73.1%-32.1pp | 57.2%-16.2pp |
| Annual return | 16.65% | 20.31%-3.7pp | 1063.93%-1047.3pp | 31.67%-15.0pp |
| Employer contribution / active EE | $1,989 | $2,376-16.3% | $2,505-20.6% | $2,019-1.5% |
| Participant deferral / active EE | $2,586 | $3,198-19.1% | $3,888-33.5% | $3,358-23.0% |
| Admin fee / account holder | $8,657 | $1,428+506.2% | $5,065+70.9% | $3,203+170.3% |