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 5-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 | $198,462 | $117,841+68.4% | $102,423+93.8% | $145,922+36.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 15.46% | 31.65%-16.2pp | 29.32%-13.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,709 | $3,615-25.1% | $3,023-10.4% | $4,660-41.9% |
| Participant deferral / active EE | $2,103 | $5,731-63.3% | $5,053-58.4% | $6,688-68.6% |
| Admin fee / account holder | $21,303 | $13,326+59.9% | $9,451+125.4% | $13,397+59.0% |