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 | $56,826 | $65,561-13.3% | $86,188-34.1% | $75,163-24.4% |
| Participation rate | 56.0% | 60.5%-4.5pp | 69.0%-13.0pp | 67.2%-11.2pp |
| Annual return | 17.63% | 46.05%-28.4pp | 1168.45%-1150.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,374 | $1,553+52.9% | $2,380-0.3% | $2,670-11.1% |
| Participant deferral / active EE | $3,905 | $3,024+29.1% | $3,985-2.0% | $4,125-5.3% |
| Admin fee / account holder | $3,038 | $5,474-44.5% | $6,852-55.7% | $5,651-46.2% |