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 4-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 | $129,100 | $95,266+35.5% | $82,389+56.7% | $142,382-9.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 23.09% | 25.74%-2.7pp | 28.67%-5.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $4,224 | $2,991+41.2% | $2,517+67.8% | $4,299-1.7% |
| Participant deferral / active EE | $10,560 | $4,809+119.6% | $4,155+154.2% | $6,507+62.3% |
| Admin fee / account holder | $1,450 | $8,563-83.1% | $7,231-79.9% | $12,624-88.5% |