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 | $109,103 | $74,879,922-99.9% | $40,145,923-99.7% | $273,961-60.2% |
| Participation rate | 56.3% | 74.1%-17.8pp | 68.4%-12.2pp | 83.0%-26.8pp |
| Annual return | 5.15% | 2.55%+2.6pp | 5.24%-0.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $3,577 | $2,350+52.2% | $1,844+94.0% | $4,869-26.5% |
| Participant deferral / active EE | $5,242 | $2,962+77.0% | $2,591+102.3% | $5,287-0.9% |
| Admin fee / account holder | $338 | $3,725-90.9% | $2,903-88.4% | $10,132-96.7% |