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 4-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 | $196,900 | $88,751+121.9% | $81,812+140.7% | $145,922+34.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 10.84% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $983 | $3,083-68.1% | $2,912-66.3% | $4,660-78.9% |
| Participant deferral / active EE | $12,683 | $4,643+173.1% | $4,319+193.7% | $6,688+89.6% |
| Admin fee / account holder | $1,840 | $8,415-78.1% | $7,386-75.1% | $13,397-86.3% |