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 | $129,243 | $107,334+20.4% | $92,893+39.1% | $152,861-15.5% |
| Participation rate | 56.5% | 79.8%-23.3pp | 76.0%-19.5pp | 82.4%-25.9pp |
| Annual return | 15.00% | 145.58%-130.6pp | 109.41%-94.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,098 | $4,221-74.0% | $3,653-70.0% | $4,762-77.0% |
| Participant deferral / active EE | $3,083 | $4,845-36.4% | $4,236-27.2% | $5,850-47.3% |
| Admin fee / account holder | $2,267 | $7,079-68.0% | $5,794-60.9% | $11,596-80.5% |