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 | $114,164 | $81,208+40.6% | $98,907+15.4% | $79,858+43.0% |
| Participation rate | 60.0% | 72.5%-12.5pp | 76.0%-16.0pp | 69.6%-9.6pp |
| Annual return | 188.15% | 60.99%+127.2pp | 196.43%-8.3pp | 31.71%+156.4pp |
| Employer contribution / active EE | $805 | $1,960-58.9% | $2,689-70.1% | $2,471-67.4% |
| Participant deferral / active EE | $2,689 | $3,265-17.6% | $4,244-36.6% | $3,740-28.1% |
| Admin fee / account holder | $8,761 | $6,013+45.7% | $6,642+31.9% | $5,306+65.1% |