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 | $62,964 | $77,634-18.9% | $156,549-59.8% | $62,891+0.1% |
| Participation rate | 63.3% | 71.2%-7.9pp | 84.0%-20.7pp | 69.3%-6.0pp |
| Annual return | 7.32% | 50.32%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,053 | $3,444-11.3% | $5,501-44.5% | $2,281+33.9% |
| Participant deferral / active EE | $3,672 | $3,045+20.6% | $4,871-24.6% | $3,203+14.7% |
| Admin fee / account holder | $765 | $5,561-86.2% | $13,027-94.1% | $4,296-82.2% |