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 3-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 | $233,025 | $183,592+26.9% | $155,567+49.8% | $145,959+59.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.38% | 61.24%-47.9pp | 64.74%-51.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,600 | $5,315-51.1% | $4,674-44.4% | $4,661-44.2% |
| Participant deferral / active EE | $4,800 | $6,464-25.7% | $5,628-14.7% | $6,689-28.2% |
| Admin fee / account holder | $773 | $19,318-96.0% | $15,916-95.1% | $13,398-94.2% |