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 | $134,078 | $111,754+20.0% | $103,333+29.8% | $145,922-8.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.79% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,000 | $4,212-76.3% | $3,868-74.1% | $4,660-78.5% |
| Participant deferral / active EE | $15,241 | $5,619+171.3% | $5,057+201.3% | $6,688+127.9% |
| Admin fee / account holder | $12,917 | $9,750+32.5% | $8,355+54.6% | $13,397-3.6% |