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 | $197,684 | $85,022+132.5% | $70,515+180.3% | $139,434+41.8% |
| Participation rate | 64.3% | 73.9%-9.6pp | 68.3%-4.1pp | 80.3%-16.0pp |
| Annual return | 16.25% | 30.38%-14.1pp | 32.77%-16.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,739 | $3,909-55.5% | $2,973-41.5% | $4,751-63.4% |
| Participant deferral / active EE | $5,835 | $5,890-0.9% | $4,567+27.8% | $6,710-13.0% |
| Admin fee / account holder | $1,541 | $8,906-82.7% | $6,412-76.0% | $11,403-86.5% |