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 8-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 | $171,578 | $29,319+485.2% | $52,425+227.3% | $82,448+108.1% |
| Participation rate | 21.2% | 46.9%-25.6pp | 55.6%-34.4pp | 68.1%-46.9pp |
| Annual return | 22.20% | 535.20%-513.0pp | 302.12%-279.9pp | 41.64%-19.4pp |
| Employer contribution / active EE | $267 | $586-54.5% | $914-70.8% | $2,551-89.5% |
| Participant deferral / active EE | $2,659 | $1,171+127.0% | $1,790+48.5% | $4,139-35.8% |
| Admin fee / account holder | $3,656 | $1,962+86.3% | $2,495+46.5% | $7,234-49.5% |