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 | $139,037 | $65,561+112.1% | $86,188+61.3% | $75,163+85.0% |
| Participation rate | 43.6% | 60.5%-16.9pp | 69.0%-25.4pp | 67.2%-23.6pp |
| Annual return | 22.88% | 46.05%-23.2pp | 1168.45%-1145.6pp | 160.62%-137.7pp |
| Employer contribution / active EE | $1,017 | $1,553-34.5% | $2,380-57.3% | $2,670-61.9% |
| Participant deferral / active EE | $3,495 | $3,024+15.6% | $3,985-12.3% | $4,125-15.3% |
| Admin fee / account holder | $900 | $5,474-83.6% | $6,852-86.9% | $5,651-84.1% |