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 | $186,905 | $117,841+58.6% | $102,423+82.5% | $145,922+28.1% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 8.66% | 31.65%-23.0pp | 29.32%-20.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,221 | $3,615-66.2% | $3,023-59.6% | $4,660-73.8% |
| Participant deferral / active EE | $3,527 | $5,731-38.5% | $5,053-30.2% | $6,688-47.3% |
| Admin fee / account holder | $1,555 | $13,326-88.3% | $9,451-83.5% | $13,397-88.4% |