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 | $58,904 | $58,9270% | $76,817-23.3% | $72,985-19.3% |
| Participation rate | 65.6% | 67.3%-1.7pp | 72.1%-6.5pp | 69.5%-3.9pp |
| Annual return | 22.79% | 2305.64%-2282.9pp | 1166.11%-1143.3pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,125 | $1,787-37.0% | $2,302-51.1% | $2,440-53.9% |
| Participant deferral / active EE | $3,280 | $2,690+21.9% | $3,336-1.7% | $3,607-9.1% |
| Admin fee / account holder | $698 | $4,013-82.6% | $6,420-89.1% | $5,124-86.4% |