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 | $125,963 | $107,334+17.4% | $92,893+35.6% | $152,861-17.6% |
| Participation rate | 38.9% | 79.8%-40.9pp | 76.0%-37.1pp | 82.4%-43.6pp |
| Annual return | 24.20% | 145.58%-121.4pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,033 | $4,221-75.5% | $3,653-71.7% | $4,762-78.3% |
| Participant deferral / active EE | $2,940 | $4,845-39.3% | $4,236-30.6% | $5,850-49.7% |
| Admin fee / account holder | $3,576 | $7,079-49.5% | $5,794-38.3% | $11,596-69.2% |