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 | $35,217 | $180,749-80.5% | $160,784-78.1% | $137,256-74.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 19.78% | 2234.46%-2214.7pp | 1803.92%-1784.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,952 | $4,155-28.9% | $3,733-20.9% | $4,156-29.0% |
| Participant deferral / active EE | $7,130 | $6,844+4.2% | $6,293+13.3% | $6,407+11.3% |
| Admin fee / account holder | $15,810 | $10,397+52.1% | $9,717+62.7% | $12,270+28.8% |