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 | $119,737 | $107,334+11.6% | $92,893+28.9% | $152,861-21.7% |
| Participation rate | 38.5% | 79.8%-41.3pp | 76.0%-37.5pp | 82.4%-44.0pp |
| Annual return | 24.78% | 145.58%-120.8pp | 109.41%-84.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,783 | $4,221-57.8% | $3,653-51.2% | $4,762-62.6% |
| Participant deferral / active EE | $5,199 | $4,845+7.3% | $4,236+22.7% | $5,850-11.1% |
| Admin fee / account holder | $667 | $7,079-90.6% | $5,794-88.5% | $11,596-94.3% |