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 | $201,257 | $109,982+83.0% | $97,226+107.0% | $145,922+37.9% |
| Participation rate | 16.7% | 75.9%-59.3pp | 72.7%-56.0pp | 80.3%-63.6pp |
| Annual return | 10.38% | 242.90%-232.5pp | 75.13%-64.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $398 | $3,084-87.1% | $2,729-85.4% | $4,660-91.5% |
| Participant deferral / active EE | $2,542 | $4,676-45.6% | $4,264-40.4% | $6,688-62.0% |
| Admin fee / account holder | $2,520 | $6,221-59.5% | $5,654-55.4% | $13,397-81.2% |