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 | $37,490 | $57,281-34.6% | $86,612-56.7% | $75,163-50.1% |
| Participation rate | 69.2% | 63.2%+6.0pp | 71.7%-2.5pp | 67.2%+2.0pp |
| Annual return | 15.81% | 2670.75%-2654.9pp | 591.07%-575.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,595 | $2,314-31.1% | $3,022-47.2% | $2,670-40.2% |
| Participant deferral / active EE | $3,140 | $3,318-5.4% | $4,438-29.2% | $4,125-23.9% |
| Admin fee / account holder | $329 | $4,112-92.0% | $5,614-94.1% | $5,651-94.2% |