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 | $142,220 | $107,334+32.5% | $92,893+53.1% | $152,861-7.0% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.0%-12.8pp | 82.4%-19.3pp |
| Annual return | 19.02% | 145.58%-126.6pp | 109.41%-90.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,182 | $4,221-48.3% | $3,653-40.3% | $4,762-54.2% |
| Participant deferral / active EE | $4,021 | $4,845-17.0% | $4,236-5.1% | $5,850-31.3% |
| Admin fee / account holder | $1,628 | $7,079-77.0% | $5,794-71.9% | $11,596-86.0% |