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 | $142,794 | $107,334+33.0% | $92,893+53.7% | $152,861-6.6% |
| Participation rate | 23.1% | 79.8%-56.7pp | 76.0%-52.9pp | 82.4%-59.4pp |
| Annual return | 19.53% | 145.58%-126.1pp | 109.41%-89.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $915 | $4,221-78.3% | $3,653-75.0% | $4,762-80.8% |
| Participant deferral / active EE | $2,878 | $4,845-40.6% | $4,236-32.0% | $5,850-50.8% |
| Admin fee / account holder | $13,264 | $7,079+87.4% | $5,794+128.9% | $11,596+14.4% |