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 | $112,726 | $53,516+110.6% | $126,539-10.9% | $84,808+32.9% |
| Participation rate | 50.6% | 58.2%-7.6pp | 69.8%-19.2pp | 68.3%-17.7pp |
| Annual return | 14.95% | 58.34%-43.4pp | 425.95%-411.0pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,937 | $1,535+26.2% | $3,674-47.3% | $2,631-26.4% |
| Participant deferral / active EE | $4,204 | $2,671+57.4% | $4,083+3.0% | $4,212-0.2% |
| Admin fee / account holder | $14,124 | $4,497+214.1% | $6,065+132.9% | $7,344+92.3% |