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 | $198,931 | $183,592+8.4% | $155,567+27.9% | $145,959+36.3% |
| Participation rate | 69.2% | 82.7%-13.4pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 11.17% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $2,920 | $5,315-45.1% | $4,674-37.5% | $4,661-37.4% |
| Participant deferral / active EE | $13,798 | $6,464+113.5% | $5,628+145.2% | $6,689+106.3% |
| Admin fee / account holder | $4,259 | $19,318-78.0% | $15,916-73.2% | $13,398-68.2% |