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 5-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 | $221,383 | $127,065+74.2% | $113,168+95.6% | $142,382+55.5% |
| Participation rate | 38.5% | 79.2%-40.7pp | 76.6%-38.1pp | 80.1%-41.7pp |
| Annual return | 15.72% | 24.03%-8.3pp | 24.27%-8.5pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,631 | $3,442-52.6% | $2,975-45.2% | $4,299-62.1% |
| Participant deferral / active EE | $3,298 | $5,716-42.3% | $5,107-35.4% | $6,507-49.3% |
| Admin fee / account holder | $2,288 | $15,736-85.5% | $12,068-81.0% | $12,624-81.9% |