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 4-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 | $111,443 | $210,698-47.1% | $178,014-37.4% | $145,959-23.6% |
| Participation rate | 45.5% | 80.8%-35.3pp | 77.1%-31.6pp | 80.3%-34.8pp |
| Annual return | 15.21% | 386.27%-371.1pp | 294.80%-279.6pp | 561.95%-546.7pp |
| Employer contribution / active EE | $3,994 | $4,567-12.5% | $3,950+1.1% | $4,661-14.3% |
| Participant deferral / active EE | $8,608 | $6,958+23.7% | $6,276+37.2% | $6,689+28.7% |
| Admin fee / account holder | $426 | $12,016-96.5% | $10,362-95.9% | $13,398-96.8% |