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 6-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 | $44,400 | $57,281-22.5% | $86,612-48.7% | $75,163-40.9% |
| Participation rate | 67.7% | 63.2%+4.5pp | 71.7%-4.0pp | 67.2%+0.6pp |
| Annual return | 21.38% | 2670.75%-2649.4pp | 591.07%-569.7pp | 160.62%-139.2pp |
| Employer contribution / active EE | $2,161 | $2,314-6.6% | $3,022-28.5% | $2,670-19.1% |
| Participant deferral / active EE | $4,340 | $3,318+30.8% | $4,438-2.2% | $4,125+5.2% |
| Admin fee / account holder | $1,938 | $4,112-52.9% | $5,614-65.5% | $5,651-65.7% |