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 | $129,322 | $102,966+25.6% | $90,281+43.2% | $152,861-15.4% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 20.56% | 95.16%-74.6pp | 78.10%-57.5pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,893 | $3,139-39.7% | $2,854-33.7% | $4,762-60.2% |
| Participant deferral / active EE | $4,379 | $4,281+2.3% | $3,885+12.7% | $5,850-25.1% |
| Admin fee / account holder | $27,581 | $6,171+347.0% | $5,351+415.4% | $11,596+137.8% |