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 | $128,005 | $54,705+134.0% | $71,209+79.8% | $84,808+50.9% |
| Participation rate | 57.7% | 64.1%-6.4pp | 73.8%-16.1pp | 68.3%-10.6pp |
| Annual return | 19.44% | 35.90%-16.5pp | 282.51%-263.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,405 | $2,158-34.9% | $2,721-48.4% | $2,631-46.6% |
| Participant deferral / active EE | $3,811 | $3,030+25.7% | $4,175-8.7% | $4,212-9.5% |
| Admin fee / account holder | $4,541 | $4,863-6.6% | $5,349-15.1% | $7,344-38.2% |