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 | $206,483 | $99,877+106.7% | $84,966+143.0% | $145,922+41.5% |
| Participation rate | 56.3% | 74.1%-17.8pp | 67.5%-11.3pp | 80.3%-24.0pp |
| Annual return | 13.82% | 83.76%-69.9pp | 66.38%-52.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,494 | $3,231-53.8% | $2,727-45.2% | $4,660-67.9% |
| Participant deferral / active EE | $3,801 | $5,291-28.2% | $4,519-15.9% | $6,688-43.2% |
| Admin fee / account holder | $2,777 | $7,248-61.7% | $6,149-54.8% | $13,397-79.3% |