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 | $60,530 | $54,517+11.0% | $75,972-20.3% | $74,495-18.7% |
| Participation rate | 47.9% | 60.3%-12.4pp | 69.1%-21.2pp | 67.2%-19.3pp |
| Annual return | 12.58% | 31.82%-19.2pp | 359.55%-347.0pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,008 | $1,777+13.0% | $2,685-25.2% | $2,623-23.4% |
| Participant deferral / active EE | $3,345 | $3,066+9.1% | $4,255-21.4% | $4,346-23.0% |
| Admin fee / account holder | $4,338 | $2,229+94.7% | $6,467-32.9% | $1,942+123.4% |