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 | $136,681 | $74,888+82.5% | $71,209+91.9% | $142,382-4.0% |
| Participation rate | 38.1% | 76.2%-38.1pp | 73.8%-35.7pp | 80.1%-42.0pp |
| Annual return | 14.75% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,517 | $2,854-46.8% | $2,721-44.2% | $4,299-64.7% |
| Participant deferral / active EE | $4,199 | $4,454-5.7% | $4,175+0.6% | $6,507-35.5% |
| Admin fee / account holder | $1,426 | $5,568-74.4% | $5,349-73.3% | $12,624-88.7% |