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 | $69,220 | $65,561+5.6% | $86,188-19.7% | $75,163-7.9% |
| Participation rate | 53.8% | 60.5%-6.6pp | 69.0%-15.1pp | 67.2%-13.3pp |
| Annual return | 15.67% | 46.05%-30.4pp | 1168.45%-1152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,884 | $1,553+21.3% | $2,380-20.8% | $2,670-29.4% |
| Participant deferral / active EE | $5,657 | $3,024+87.1% | $3,985+42.0% | $4,125+37.1% |
| Admin fee / account holder | $1,542 | $5,474-71.8% | $6,852-77.5% | $5,651-72.7% |