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 7-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 | $76,337 | $65,561+16.4% | $86,188-11.4% | $75,163+1.6% |
| Participation rate | 52.4% | 60.5%-8.1pp | 69.0%-16.6pp | 67.2%-14.8pp |
| Annual return | 34.33% | 46.05%-11.7pp | 1168.45%-1134.1pp | 160.62%-126.3pp |
| Employer contribution / active EE | $1,323 | $1,553-14.8% | $2,380-44.4% | $2,670-50.4% |
| Participant deferral / active EE | $2,995 | $3,024-1.0% | $3,985-24.9% | $4,125-27.4% |
| Admin fee / account holder | $1,695 | $5,474-69.0% | $6,852-75.3% | $5,651-70.0% |