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 | $174,050 | $100,773+72.7% | $88,946+95.7% | $142,382+22.2% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 76.54% | 70.18%+6.4pp | 57.82%+18.7pp | 217.08%-140.5pp |
| Employer contribution / active EE | $938 | $2,918-67.9% | $2,555-63.3% | $4,299-78.2% |
| Participant deferral / active EE | $7,411 | $5,230+41.7% | $4,581+61.8% | $6,507+13.9% |
| Admin fee / account holder | $29,802 | $9,693+207.5% | $8,261+260.8% | $12,624+136.1% |