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 | $39,100 | $65,561-40.4% | $86,188-54.6% | $75,163-48.0% |
| Participation rate | 40.0% | 60.5%-20.5pp | 69.0%-29.0pp | 67.2%-27.2pp |
| Annual return | 19.08% | 46.05%-27.0pp | 1168.45%-1149.4pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,037 | $1,553+31.2% | $2,380-14.4% | $2,670-23.7% |
| Participant deferral / active EE | $5,192 | $3,024+71.7% | $3,985+30.3% | $4,125+25.9% |
| Admin fee / account holder | $2,592 | $5,474-52.6% | $6,852-62.2% | $5,651-54.1% |