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 | $153,189 | $201,259-23.9% | $184,200-16.8% | $145,959+5.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.30% | 28.98%-16.7pp | 28.80%-16.5pp | 561.95%-549.6pp |
| Employer contribution / active EE | $13,333 | $7,018+90.0% | $6,424+107.6% | $4,661+186.1% |
| Participant deferral / active EE | $17,833 | $9,806+81.9% | $9,132+95.3% | $6,689+166.6% |
| Admin fee / account holder | $963 | $16,372-94.1% | $13,907-93.1% | $13,398-92.8% |