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 | $124,168 | $73,933+67.9% | $96,683+28.4% | $75,163+65.2% |
| Participation rate | 37.0% | 66.4%-29.4pp | 74.3%-37.3pp | 67.2%-30.2pp |
| Annual return | 15.61% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,434 | $2,928-16.9% | $3,737-34.9% | $2,670-8.8% |
| Participant deferral / active EE | $2,990 | $3,659-18.3% | $4,878-38.7% | $4,125-27.5% |
| Admin fee / account holder | $762 | $5,216-85.4% | $6,730-88.7% | $5,651-86.5% |