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 | $59,571 | $63,346-6.0% | $92,233-35.4% | $70,131-15.1% |
| Participation rate | 63.0% | 68.7%-5.7pp | 76.5%-13.5pp | 69.5%-6.6pp |
| Annual return | 26.48% | 530.12%-503.6pp | 176.28%-149.8pp | 73.14%-46.7pp |
| Employer contribution / active EE | $2,688 | $2,471+8.8% | $3,679-26.9% | $2,342+14.8% |
| Participant deferral / active EE | $4,391 | $2,854+53.9% | $3,897+12.7% | $3,332+31.8% |
| Admin fee / account holder | $3,357 | $3,840-12.6% | $5,194-35.4% | $4,645-27.7% |