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 | $160,302 | $30,400+427.3% | $53,898+197.4% | $84,808+89.0% |
| Participation rate | 5.0% | 46.4%-41.4pp | 55.0%-50.0pp | 68.3%-63.3pp |
| Annual return | 15.70% | 500.19%-484.5pp | 528.60%-512.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $142 | $603-76.5% | $932-84.8% | $2,631-94.6% |
| Participant deferral / active EE | $1,426 | $1,199+19.0% | $1,826-21.9% | $4,212-66.1% |
| Admin fee / account holder | $594 | $1,993-70.2% | $2,491-76.2% | $7,344-91.9% |