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 | $72,503 | $63,346+14.5% | $92,233-21.4% | $70,131+3.4% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 14.89% | 530.12%-515.2pp | 176.28%-161.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,312 | $2,471-6.4% | $3,679-37.2% | $2,342-1.3% |
| Participant deferral / active EE | $2,396 | $2,854-16.0% | $3,897-38.5% | $3,332-28.1% |
| Admin fee / account holder | $847 | $3,840-77.9% | $5,194-83.7% | $4,645-81.8% |