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 5-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 | $55,271 | $63,346-12.7% | $92,233-40.1% | $70,131-21.2% |
| Participation rate | 68.2% | 68.7%-0.4pp | 76.5%-8.2pp | 69.5%-1.3pp |
| Annual return | 15.27% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,514 | $2,471+1.7% | $3,679-31.7% | $2,342+7.3% |
| Participant deferral / active EE | $2,510 | $2,854-12.0% | $3,897-35.6% | $3,332-24.7% |
| Admin fee / account holder | $7,149 | $3,840+86.2% | $5,194+37.6% | $4,645+53.9% |