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 | $222,564 | $65,561+239.5% | $86,188+158.2% | $75,163+196.1% |
| Participation rate | 31.6% | 60.5%-28.9pp | 69.0%-37.4pp | 67.2%-35.6pp |
| Annual return | 47.43% | 46.05%+1.4pp | 1168.45%-1121.0pp | 160.62%-113.2pp |
| Employer contribution / active EE | $807 | $1,553-48.0% | $2,380-66.1% | $2,670-69.8% |
| Participant deferral / active EE | $1,833 | $3,024-39.4% | $3,985-54.0% | $4,125-55.6% |
| Admin fee / account holder | $521 | $5,474-90.5% | $6,852-92.4% | $5,651-90.8% |