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 | $47,506 | $65,561-27.5% | $86,188-44.9% | $75,163-36.8% |
| Participation rate | 67.1% | 60.5%+6.6pp | 69.0%-1.8pp | 67.2%-0.1pp |
| Annual return | 16.23% | 46.05%-29.8pp | 1168.45%-1152.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,502 | $1,553-3.3% | $2,380-36.9% | $2,670-43.7% |
| Participant deferral / active EE | $2,640 | $3,024-12.7% | $3,985-33.8% | $4,125-36.0% |
| Admin fee / account holder | $1,305 | $5,474-76.2% | $6,852-80.9% | $5,651-76.9% |