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 4-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 | $222,614 | $150,187+48.2% | $120,354+85.0% | $145,922+52.6% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 20.85% | 154.07%-133.2pp | 107.15%-86.3pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,582 | $4,348-63.6% | $3,463-54.3% | $4,660-66.1% |
| Participant deferral / active EE | $10,315 | $6,173+67.1% | $4,991+106.7% | $6,688+54.2% |
| Admin fee / account holder | $933 | $12,207-92.4% | $9,423-90.1% | $13,397-93.0% |