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 | $132,121 | $74,888+76.4% | $71,209+85.5% | $142,382-7.2% |
| Participation rate | 65.2% | 76.2%-11.0pp | 73.8%-8.5pp | 80.1%-14.9pp |
| Annual return | 20.74% | 345.14%-324.4pp | 282.51%-261.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,963 | $2,854-31.2% | $2,721-27.8% | $4,299-54.3% |
| Participant deferral / active EE | $6,369 | $4,454+43.0% | $4,175+52.5% | $6,507-2.1% |
| Admin fee / account holder | $2,591 | $5,568-53.5% | $5,349-51.6% | $12,624-79.5% |