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 9-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 | $142,391 | $85,022+67.5% | $70,515+101.9% | $139,434+2.1% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.3%-5.8pp | 80.3%-17.8pp |
| Annual return | 22.84% | 30.38%-7.5pp | 32.77%-9.9pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,828 | $3,909-53.2% | $2,973-38.5% | $4,751-61.5% |
| Participant deferral / active EE | $12,460 | $5,890+111.5% | $4,567+172.8% | $6,710+85.7% |
| Admin fee / account holder | $353 | $8,906-96.0% | $6,412-94.5% | $11,403-96.9% |