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 | $41,719 | $48,795-14.5% | $65,493-36.3% | $84,808-50.8% |
| Participation rate | 68.6% | 67.0%+1.6pp | 73.1%-4.5pp | 68.3%+0.3pp |
| Annual return | 20.07% | 20.20%-0.1pp | 982.45%-962.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,535 | $1,930-20.5% | $2,574-40.4% | $2,631-41.7% |
| Participant deferral / active EE | $3,968 | $2,928+35.5% | $3,961+0.2% | $4,212-5.8% |
| Admin fee / account holder | $1,649 | $3,877-57.5% | $5,028-67.2% | $7,344-77.5% |