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 3-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 | $130,782 | $111,814+17.0% | $93,654+39.6% | $145,959-10.4% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-27.0pp |
| Annual return | 15.07% | 203.30%-188.2pp | 133.34%-118.3pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,484 | $3,092-52.0% | $2,421-38.7% | $4,661-68.1% |
| Participant deferral / active EE | $5,364 | $4,914+9.1% | $4,413+21.6% | $6,689-19.8% |
| Admin fee / account holder | $1,853 | $10,246-81.9% | $8,282-77.6% | $13,398-86.2% |