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 | $55,050 | $57,281-3.9% | $86,612-36.4% | $75,163-26.8% |
| Participation rate | 59.3% | 63.2%-3.9pp | 71.7%-12.4pp | 67.2%-7.9pp |
| Annual return | 18.95% | 2670.75%-2651.8pp | 591.07%-572.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,808 | $2,314+21.3% | $3,022-7.1% | $2,670+5.2% |
| Participant deferral / active EE | $4,813 | $3,318+45.1% | $4,438+8.5% | $4,125+16.7% |
| Admin fee / account holder | $7,773 | $4,112+89.0% | $5,614+38.5% | $5,651+37.6% |