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 5-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 | $120,958 | $30,400+297.9% | $53,898+124.4% | $84,808+42.6% |
| Participation rate | 3.9% | 46.4%-42.5pp | 55.0%-51.0pp | 68.3%-64.4pp |
| Annual return | 16.71% | 500.19%-483.5pp | 528.60%-511.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $299 | $603-50.4% | $932-67.9% | $2,631-88.6% |
| Participant deferral / active EE | $1,275 | $1,199+6.4% | $1,826-30.2% | $4,212-69.7% |
| Admin fee / account holder | $396 | $1,993-80.1% | $2,491-84.1% | $7,344-94.6% |