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 | $77,522 | $60,022+29.2% | $88,946-12.8% | $84,808-8.6% |
| Participation rate | 47.4% | 57.8%-10.5pp | 68.8%-21.5pp | 68.3%-20.9pp |
| Annual return | 96.33% | 22.43%+73.9pp | 57.82%+38.5pp | 40.90%+55.4pp |
| Employer contribution / active EE | $1,615 | $1,703-5.1% | $2,555-36.8% | $2,631-38.6% |
| Participant deferral / active EE | $3,411 | $3,114+9.5% | $4,581-25.6% | $4,212-19.0% |
| Admin fee / account holder | $2,471 | $4,811-48.6% | $8,261-70.1% | $7,344-66.4% |