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 | $40,736 | $57,281-28.9% | $86,612-53.0% | $75,163-45.8% |
| Participation rate | 54.7% | 63.2%-8.5pp | 71.7%-17.0pp | 67.2%-12.5pp |
| Annual return | 24.11% | 2670.75%-2646.6pp | 591.07%-567.0pp | 160.62%-136.5pp |
| Employer contribution / active EE | $1,695 | $2,314-26.8% | $3,022-43.9% | $2,670-36.5% |
| Participant deferral / active EE | $3,953 | $3,318+19.2% | $4,438-10.9% | $4,125-4.2% |
| Admin fee / account holder | $943 | $4,112-77.1% | $5,614-83.2% | $5,651-83.3% |