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 | $69,929 | $65,561+6.7% | $86,188-18.9% | $75,163-7.0% |
| Participation rate | 52.8% | 60.5%-7.7pp | 69.0%-16.2pp | 67.2%-14.4pp |
| Annual return | 15.63% | 46.05%-30.4pp | 1168.45%-1152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,423 | $1,553-8.4% | $2,380-40.2% | $2,670-46.7% |
| Participant deferral / active EE | $4,625 | $3,024+53.0% | $3,985+16.1% | $4,125+12.1% |
| Admin fee / account holder | $12,174 | $5,474+122.4% | $6,852+77.7% | $5,651+115.4% |