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 | $36,691 | $107,334-65.8% | $92,893-60.5% | $152,861-76.0% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.0%-12.8pp | 82.4%-19.3pp |
| Annual return | 13.87% | 145.58%-131.7pp | 109.41%-95.5pp | 345.32%-331.5pp |
| Employer contribution / active EE | $2,135 | $4,221-49.4% | $3,653-41.5% | $4,762-55.2% |
| Participant deferral / active EE | $4,860 | $4,845+0.3% | $4,236+14.7% | $5,850-16.9% |
| Admin fee / account holder | $544 | $7,079-92.3% | $5,794-90.6% | $11,596-95.3% |