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 6-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 | $128,188 | $51,638+148.2% | $68,368+87.5% | $82,448+55.5% |
| Participation rate | 15.2% | 63.6%-48.4pp | 73.8%-58.5pp | 68.1%-52.9pp |
| Annual return | 18.62% | 37.53%-18.9pp | 292.57%-273.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $467 | $2,047-77.2% | $2,649-82.4% | $2,551-81.7% |
| Participant deferral / active EE | $1,238 | $2,914-57.5% | $4,123-70.0% | $4,139-70.1% |
| Admin fee / account holder | $1,115 | $4,643-76.0% | $5,150-78.3% | $7,234-84.6% |