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 7-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 | $186,252 | $159,901+16.5% | $146,958+26.7% | $145,922+27.6% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 13.78% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,660 | $5,286-68.6% | $4,933-66.4% | $4,660-64.4% |
| Participant deferral / active EE | $3,782 | $8,428-55.1% | $8,070-53.1% | $6,688-43.5% |
| Admin fee / account holder | $1,478 | $15,044-90.2% | $12,998-88.6% | $13,397-89.0% |