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 | $109,119 | $49,922+118.6% | $80,569+35.4% | $75,163+45.2% |
| Participation rate | 15.4% | 55.3%-39.9pp | 67.0%-51.6pp | 67.2%-51.8pp |
| Annual return | 18.60% | 34.69%-16.1pp | 935.43%-916.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $778 | $1,698-54.2% | $2,723-71.4% | $2,670-70.9% |
| Participant deferral / active EE | $4,038 | $2,990+35.0% | $4,447-9.2% | $4,125-2.1% |
| Admin fee / account holder | $508 | $3,577-85.8% | $5,377-90.6% | $5,651-91.0% |