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 | $144,580 | $90,348+60.0% | $75,972+90.3% | $145,922-0.9% |
| Participation rate | 64.7% | 74.5%-9.7pp | 69.1%-4.3pp | 80.3%-15.6pp |
| Annual return | 11.81% | 620.88%-609.1pp | 359.55%-347.7pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,731 | $3,311-17.5% | $2,685+1.7% | $4,660-41.4% |
| Participant deferral / active EE | $4,407 | $5,162-14.6% | $4,255+3.6% | $6,688-34.1% |
| Admin fee / account holder | $638 | $8,467-92.5% | $6,467-90.1% | $13,397-95.2% |