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 | $173,796 | $70,606+146.1% | $53,898+222.5% | $142,382+22.1% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 13.31% | 619.81%-606.5pp | 528.60%-515.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $500 | $1,202-58.4% | $932-46.4% | $4,299-88.4% |
| Participant deferral / active EE | $7,750 | $2,364+227.8% | $1,826+324.4% | $6,507+19.1% |
| Admin fee / account holder | $1,571 | $2,852-44.9% | $2,491-36.9% | $12,624-87.6% |