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 | $91,903 | $23,330+293.9% | $64,489+42.5% | $82,448+11.5% |
| Participation rate | 47.7% | 68.3%-20.6pp | 67.7%-20.0pp | 68.1%-20.3pp |
| Annual return | 15.46% | 83.66%-68.2pp | 55.03%-39.6pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,304 | $824+58.1% | $1,523-14.4% | $2,551-48.9% |
| Participant deferral / active EE | $3,319 | $1,707+94.4% | $2,778+19.5% | $4,139-19.8% |
| Admin fee / account holder | $8,415 | $2,946+185.7% | $4,260+97.5% | $7,234+16.3% |