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 | $136,738 | $102,966+32.8% | $90,281+51.5% | $152,861-10.5% |
| Participation rate | 61.9% | 75.9%-14.0pp | 73.3%-11.4pp | 82.4%-20.5pp |
| Annual return | 18.57% | 95.16%-76.6pp | 78.10%-59.5pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,138 | $3,139-31.9% | $2,854-25.1% | $4,762-55.1% |
| Participant deferral / active EE | $5,352 | $4,281+25.0% | $3,885+37.8% | $5,850-8.5% |
| Admin fee / account holder | $718 | $6,171-88.4% | $5,351-86.6% | $11,596-93.8% |