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 | $52,177 | $58,234-10.4% | $81,783-36.2% | $80,874-35.5% |
| Participation rate | 61.8% | 63.4%-1.7pp | 72.4%-10.6pp | 67.6%-5.9pp |
| Annual return | 20.13% | 41.70%-21.6pp | 775.05%-754.9pp | 35.62%-15.5pp |
| Employer contribution / active EE | $1,070 | $2,341-54.3% | $2,913-63.3% | $2,756-61.2% |
| Participant deferral / active EE | $5,634 | $3,283+71.6% | $4,320+30.4% | $4,297+31.1% |
| Admin fee / account holder | $3,135 | $4,982-37.1% | $7,380-57.5% | $6,935-54.8% |