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 | $75,607 | $65,561+15.3% | $86,188-12.3% | $75,163+0.6% |
| Participation rate | 61.2% | 60.5%+0.7pp | 69.0%-7.8pp | 67.2%-6.0pp |
| Annual return | 18.29% | 46.05%-27.8pp | 1168.45%-1150.2pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,894 | $1,553+22.0% | $2,380-20.4% | $2,670-29.1% |
| Participant deferral / active EE | $3,753 | $3,024+24.1% | $3,985-5.8% | $4,125-9.0% |
| Admin fee / account holder | $1,358 | $5,474-75.2% | $6,852-80.2% | $5,651-76.0% |