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 7-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 | $184,127 | $105,181+75.1% | $159,436+15.5% | $85,850+114.5% |
| Participation rate | 55.0% | 75.8%-20.8pp | 82.8%-27.8pp | 69.3%-14.3pp |
| Annual return | 17.99% | 45.07%-27.1pp | 263.57%-245.6pp | 318.53%-300.5pp |
| Employer contribution / active EE | $1,513 | $3,318-54.4% | $4,829-68.7% | $2,565-41.0% |
| Participant deferral / active EE | $2,567 | $5,945-56.8% | $7,352-65.1% | $3,952-35.0% |
| Admin fee / account holder | $3,952 | $6,933-43.0% | $10,799-63.4% | $6,260-36.9% |