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 | $185,736 | $115,770+60.4% | $101,248+83.4% | $158,922+16.9% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 22.95% | 56.14%-33.2pp | 46.47%-23.5pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,402 | $4,175-66.4% | $3,660-61.7% | $4,761-70.6% |
| Participant deferral / active EE | $2,933 | $4,957-40.8% | $4,370-32.9% | $5,982-51.0% |
| Admin fee / account holder | $432 | $7,245-94.0% | $5,945-92.7% | $11,246-96.2% |