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 | $55,897 | $58,927-5.1% | $76,817-27.2% | $72,985-23.4% |
| Participation rate | 61.0% | 67.3%-6.4pp | 72.1%-11.1pp | 69.5%-8.5pp |
| Annual return | 21.27% | 2305.64%-2284.4pp | 1166.11%-1144.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,904 | $1,787+6.6% | $2,302-17.3% | $2,440-22.0% |
| Participant deferral / active EE | $3,797 | $2,690+41.1% | $3,336+13.8% | $3,607+5.3% |
| Admin fee / account holder | $2,253 | $4,013-43.8% | $6,420-64.9% | $5,124-56.0% |