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 | $39,197 | $65,561-40.2% | $86,188-54.5% | $75,163-47.9% |
| Participation rate | 67.9% | 60.5%+7.4pp | 69.0%-1.1pp | 67.2%+0.7pp |
| Annual return | 20.00% | 46.05%-26.1pp | 1168.45%-1148.5pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,216 | $1,553+42.7% | $2,380-6.9% | $2,670-17.0% |
| Participant deferral / active EE | $5,944 | $3,024+96.6% | $3,985+49.1% | $4,125+44.1% |
| Admin fee / account holder | $463 | $5,474-91.5% | $6,852-93.2% | $5,651-91.8% |