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 | $124,415 | $86,286+44.2% | $111,297+11.8% | $85,850+44.9% |
| Participation rate | 53.1% | 73.3%-20.2pp | 77.3%-24.2pp | 69.3%-16.2pp |
| Annual return | 18.42% | 19.99%-1.6pp | 54.65%-36.2pp | 318.53%-300.1pp |
| Employer contribution / active EE | $578 | $2,043-71.7% | $2,731-78.8% | $2,565-77.5% |
| Participant deferral / active EE | $3,210 | $3,641-11.8% | $4,487-28.5% | $3,952-18.8% |
| Admin fee / account holder | $558 | $8,188-93.2% | $7,964-93.0% | $6,260-91.1% |