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 | $41,268 | $81,208-49.2% | $98,907-58.3% | $79,858-48.3% |
| Participation rate | 69.6% | 72.5%-2.9pp | 76.0%-6.4pp | 69.6%0pp |
| Annual return | 15.14% | 60.99%-45.9pp | 196.43%-181.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,833 | $1,960-6.4% | $2,689-31.8% | $2,471-25.8% |
| Participant deferral / active EE | $3,419 | $3,265+4.7% | $4,244-19.4% | $3,740-8.6% |
| Admin fee / account holder | $775 | $6,013-87.1% | $6,642-88.3% | $5,306-85.4% |