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 9-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 | $184,765 | $157,256+17.5% | $141,162+30.9% | $152,861+20.9% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.4%-62.4pp |
| Annual return | 22.82% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,123 | $5,261-59.6% | $4,735-55.2% | $4,762-55.4% |
| Participant deferral / active EE | $3,600 | $7,109-49.4% | $6,709-46.3% | $5,850-38.5% |
| Admin fee / account holder | $4,799 | $12,120-60.4% | $10,261-53.2% | $11,596-58.6% |