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 | $117,431 | $31,310+275.1% | $53,898+117.9% | $74,304+58.0% |
| Participation rate | 8.7% | 30.7%-21.9pp | 55.0%-46.2pp | 60.3%-51.6pp |
| Annual return | 19.46% | 23.16%-3.7pp | 528.60%-509.1pp | 29.43%-10.0pp |
| Employer contribution / active EE | $308 | $450-31.5% | $932-66.9% | $2,241-86.2% |
| Participant deferral / active EE | $1,050 | $934+12.4% | $1,826-42.5% | $3,767-72.1% |
| Admin fee / account holder | $1,324 | $2,175-39.1% | $2,491-46.8% | $2,969-55.4% |