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 | $171,401 | $148,534+15.4% | $135,903+26.1% | $139,434+22.9% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 20.19% | 79.19%-59.0pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,353 | $5,243-55.1% | $4,856-51.6% | $4,751-50.5% |
| Participant deferral / active EE | $5,047 | $8,100-37.7% | $7,758-34.9% | $6,710-24.8% |
| Admin fee / account holder | $1,093 | $12,400-91.2% | $10,762-89.8% | $11,403-90.4% |