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 | $34,046 | $45,152-24.6% | $73,843-53.9% | $59,632-42.9% |
| Participation rate | 68.6% | 64.0%+4.5pp | 73.4%-4.9pp | 68.7%-0.1pp |
| Annual return | 24.59% | 27.40%-2.8pp | 2267.84%-2243.3pp | 2041.28%-2016.7pp |
| Employer contribution / active EE | $2,303 | $1,902+21.1% | $2,787-17.4% | $2,203+4.6% |
| Participant deferral / active EE | $3,794 | $2,574+47.4% | $3,583+5.9% | $3,192+18.9% |
| Admin fee / account holder | $860 | $3,516-75.5% | $4,880-82.4% | $4,297-80.0% |