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 | $170,721 | $127,777+33.6% | $106,548+60.2% | $167,490+1.9% |
| Participation rate | 42.9% | 78.3%-35.4pp | 76.1%-33.3pp | 82.1%-39.2pp |
| Annual return | 22.66% | 33.87%-11.2pp | 26.80%-4.1pp | 478.56%-455.9pp |
| Employer contribution / active EE | $923 | $3,427-73.1% | $2,819-67.3% | $4,837-80.9% |
| Participant deferral / active EE | $1,849 | $5,087-63.7% | $4,398-58.0% | $6,341-70.8% |
| Admin fee / account holder | $3,496 | $11,228-68.9% | $7,407-52.8% | $12,309-71.6% |