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 | $27,782 | $65,395-57.5% | $182,532-84.8% | $72,985-61.9% |
| Participation rate | 58.0% | 65.4%-7.4pp | 78.0%-20.0pp | 69.5%-11.5pp |
| Annual return | 96.02% | 27.68%+68.3pp | 148.54%-52.5pp | 81.00%+15.0pp |
| Employer contribution / active EE | $2,384 | $1,911+24.8% | $4,076-41.5% | $2,440-2.3% |
| Participant deferral / active EE | $4,944 | $3,563+38.8% | $5,524-10.5% | $3,607+37.0% |
| Admin fee / account holder | $535 | $4,245-87.4% | $8,592-93.8% | $5,124-89.6% |