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 6-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 | $67,160 | $62,146+8.1% | $81,438-17.5% | $74,546-9.9% |
| Participation rate | 47.6% | 64.1%-16.4pp | 69.5%-21.9pp | 67.2%-19.6pp |
| Annual return | 19.04% | 16.49%+2.6pp | 24.74%-5.7pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $1,919 | $1,883+1.9% | $2,460-22.0% | $2,624-26.9% |
| Participant deferral / active EE | $3,750 | $3,229+16.1% | $3,883-3.4% | $4,347-13.7% |
| Admin fee / account holder | $5,429 | $1,922+182.5% | $5,764-5.8% | $1,944+179.3% |