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 | $38,355 | $65,561-41.5% | $86,188-55.5% | $75,163-49.0% |
| Participation rate | 59.5% | 60.5%-1.0pp | 69.0%-9.5pp | 67.2%-7.7pp |
| Annual return | 16.05% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,466 | $1,553+58.8% | $2,380+3.6% | $2,670-7.6% |
| Participant deferral / active EE | $3,445 | $3,024+13.9% | $3,985-13.6% | $4,125-16.5% |
| Admin fee / account holder | $348 | $5,474-93.6% | $6,852-94.9% | $5,651-93.8% |