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 | $116,466 | $91,552+27.2% | $133,956-13.1% | $79,858+45.8% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.6%-7.1pp |
| Annual return | 13.53% | 61.85%-48.3pp | 45.09%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,267 | $2,384-46.8% | $3,919-67.7% | $2,471-48.7% |
| Participant deferral / active EE | $2,521 | $3,733-32.5% | $5,048-50.1% | $3,740-32.6% |
| Admin fee / account holder | $1,823 | $6,321-71.2% | $8,927-79.6% | $5,306-65.7% |