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 | $53,780 | $65,561-18.0% | $86,188-37.6% | $75,163-28.4% |
| Participation rate | 42.7% | 60.5%-17.8pp | 69.0%-26.3pp | 67.2%-24.5pp |
| Annual return | 19.31% | 46.05%-26.7pp | 1168.45%-1149.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,664 | $1,553+7.2% | $2,380-30.1% | $2,670-37.7% |
| Participant deferral / active EE | $2,735 | $3,024-9.5% | $3,985-31.4% | $4,125-33.7% |
| Admin fee / account holder | $4,632 | $5,474-15.4% | $6,852-32.4% | $5,651-18.0% |