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 | $225,803 | $44,960+402.2% | $84,966+165.8% | $74,495+203.1% |
| Participation rate | 5.9% | 49.4%-43.5pp | 67.5%-61.6pp | 67.2%-61.3pp |
| Annual return | 14.88% | 26.24%-11.4pp | 66.38%-51.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $328 | $1,457-77.5% | $2,727-88.0% | $2,623-87.5% |
| Participant deferral / active EE | $623 | $2,731-77.2% | $4,519-86.2% | $4,346-85.7% |
| Admin fee / account holder | $3,952 | $2,209+78.9% | $6,149-35.7% | $1,942+103.5% |