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 | $32,629 | $57,281-43.0% | $86,612-62.3% | $75,163-56.6% |
| Participation rate | 60.5% | 63.2%-2.7pp | 71.7%-11.2pp | 67.2%-6.7pp |
| Annual return | 18.50% | 2670.75%-2652.2pp | 591.07%-572.6pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,272 | $2,314-1.8% | $3,022-24.8% | $2,670-14.9% |
| Participant deferral / active EE | $4,097 | $3,318+23.5% | $4,438-7.7% | $4,125-0.7% |
| Admin fee / account holder | $658 | $4,112-84.0% | $5,614-88.3% | $5,651-88.4% |