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 | $71,728 | $65,561+9.4% | $86,188-16.8% | $75,163-4.6% |
| Participation rate | 60.0% | 60.5%-0.5pp | 69.0%-9.0pp | 67.2%-7.2pp |
| Annual return | 17.84% | 46.05%-28.2pp | 1168.45%-1150.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,502 | $1,553-3.3% | $2,380-36.9% | $2,670-43.7% |
| Participant deferral / active EE | $3,277 | $3,024+8.4% | $3,985-17.8% | $4,125-20.6% |
| Admin fee / account holder | $1,011 | $5,474-81.5% | $6,852-85.2% | $5,651-82.1% |